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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 | $47,479-16.9% | $62,929-37.3% | $82,448-52.2% |
| Participation rate | 69.0% | 66.9%+2.1pp | 73.1%-4.1pp | 68.1%+0.9pp |
| Annual return | 9.88% | 20.34%-10.5pp | 1063.93%-1054.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,350 | $1,885-28.4% | $2,505-46.1% | $2,551-47.1% |
| Participant deferral / active EE | $2,488 | $2,870-13.3% | $3,888-36.0% | $4,139-39.9% |
| Admin fee / account holder | $3,999 | $3,804+5.1% | $5,065-21.0% | $7,234-44.7% |