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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 | $28,964 | $93,598-69.1% | $135,974-78.7% | $75,173-61.5% |
| Participation rate | 69.2% | 75.2%-6.0pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 13.75% | 30.89%-17.1pp | 68.30%-54.6pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,500 | $3,538-57.6% | $4,859-69.1% | $2,671-43.8% |
| Participant deferral / active EE | $3,390 | $6,405-47.1% | $7,760-56.3% | $4,126-17.8% |
| Admin fee / account holder | $487 | $6,978-93.0% | $10,767-95.5% | $5,651-91.4% |