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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,840 | $78,690-57.0% | $161,489-79.0% | $87,485-61.3% |
| Participation rate | 43.1% | 67.5%-24.3pp | 78.7%-35.6pp | 68.9%-25.8pp |
| Annual return | 11.18% | 32.74%-21.6pp | 89.72%-78.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,519 | $2,588-41.3% | $4,268-64.4% | $2,596-41.5% |
| Participant deferral / active EE | $2,984 | $3,311-9.9% | $5,630-47.0% | $4,274-30.2% |
| Admin fee / account holder | $4,820 | $6,724-28.3% | $16,006-69.9% | $7,775-38.0% |