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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 | $31,360 | $68,878-54.5% | $120,574-74.0% | $80,935-61.3% |
| Participation rate | 15.4% | 61.7%-46.3pp | 71.9%-56.6pp | 67.7%-52.3pp |
| Annual return | 7.37% | 23.67%-16.3pp | 107.42%-100.1pp | 35.66%-28.3pp |
| Employer contribution / active EE | $1,402 | $2,065-32.1% | $3,471-59.6% | $2,757-49.1% |
| Participant deferral / active EE | $3,923 | $3,189+23.0% | $4,996-21.5% | $4,299-8.8% |
| Admin fee / account holder | $5,949 | $5,782+2.9% | $9,445-37.0% | $6,924-14.1% |