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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 | $31,737 | $58,493-45.7% | $84,021-62.2% | $72,975-56.5% |
| Participation rate | 47.9% | 61.2%-13.3pp | 69.0%-21.1pp | 69.5%-21.6pp |
| Annual return | 13.91% | 28.93%-15.0pp | 71.32%-57.4pp | 81.01%-67.1pp |
| Employer contribution / active EE | $1,308 | $1,163+12.4% | $1,984-34.1% | $2,440-46.4% |
| Participant deferral / active EE | $2,958 | $2,394+23.6% | $3,239-8.7% | $3,608-18.0% |
| Admin fee / account holder | $1,035 | $4,569-77.4% | $6,102-83.0% | $5,124-79.8% |