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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 | $51,184-23.0% | $66,439-40.6% | $86,983-54.7% |
| Participation rate | 69.0% | 68.5%+0.5pp | 74.5%-5.5pp | 69.5%-0.5pp |
| Annual return | 9.88% | 17.07%-7.2pp | 757.66%-747.8pp | 25.83%-16.0pp |
| Employer contribution / active EE | $1,350 | $2,023-33.3% | $2,637-48.8% | $2,584-47.8% |
| Participant deferral / active EE | $2,488 | $2,927-15.0% | $3,876-35.8% | $4,194-40.7% |
| Admin fee / account holder | $3,999 | $4,154-3.7% | $6,173-35.2% | $7,856-49.1% |