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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 | $31,234 | $72,027-56.6% | $185,861-83.2% | $79,856-60.9% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 6.65% | 23.13%-16.5pp | 35.96%-29.3pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,066 | $1,965-45.8% | $4,088-73.9% | $2,471-56.9% |
| Participant deferral / active EE | $1,292 | $3,780-65.8% | $5,634-77.1% | $3,741-65.5% |
| Admin fee / account holder | $2,047 | $4,513-54.6% | $9,503-78.5% | $5,306-61.4% |