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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 | $39,434 | $48,011-17.9% | $63,803-38.2% | $82,637-52.3% |
| Participation rate | 69.0% | 66.6%+2.4pp | 72.7%-3.7pp | 68.1%+1.0pp |
| Annual return | 9.88% | 19.84%-10.0pp | 543.72%-533.8pp | 53.51%-43.6pp |
| Employer contribution / active EE | $1,350 | $1,904-29.1% | $2,532-46.7% | $2,552-47.1% |
| Participant deferral / active EE | $2,488 | $2,846-12.6% | $3,843-35.3% | $4,126-39.7% |
| Admin fee / account holder | $3,999 | $3,873+3.3% | $5,196-23.0% | $7,339-45.5% |