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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 | $68,586-54.3% | $120,380-73.9% | $80,911-61.2% |
| Participation rate | 15.4% | 61.6%-46.2pp | 71.9%-56.5pp | 67.6%-52.3pp |
| Annual return | 7.37% | 23.62%-16.2pp | 107.28%-99.9pp | 35.63%-28.3pp |
| Employer contribution / active EE | $1,402 | $2,053-31.7% | $3,465-59.5% | $2,756-49.1% |
| Participant deferral / active EE | $3,923 | $3,174+23.6% | $4,992-21.4% | $4,297-8.7% |
| Admin fee / account holder | $5,949 | $5,733+3.8% | $9,421-36.9% | $6,935-14.2% |