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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 | $33,486 | $48,327-30.7% | $67,575-50.4% | $80,935-58.6% |
| Participation rate | 69.5% | 66.4%+3.1pp | 72.9%-3.4pp | 67.7%+1.8pp |
| Annual return | 9.99% | 18.31%-8.3pp | 3528.98%-3519.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $2,229 | $2,022+10.2% | $2,736-18.5% | $2,757-19.1% |
| Participant deferral / active EE | $3,330 | $2,927+13.8% | $4,003-16.8% | $4,299-22.5% |
| Admin fee / account holder | $2,264 | $3,692-38.7% | $3,993-43.3% | $6,924-67.3% |