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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 | $42,113 | $93,055-54.7% | $153,643-72.6% | $80,935-48.0% |
| Participation rate | 67.7% | 69.0%-1.2pp | 77.1%-9.4pp | 67.7%+0.1pp |
| Annual return | 7.24% | 19.97%-12.7pp | 15.71%-8.5pp | 35.66%-28.4pp |
| Employer contribution / active EE | $1,167 | $3,504-66.7% | $5,039-76.8% | $2,757-57.7% |
| Participant deferral / active EE | $3,249 | $5,172-37.2% | $6,754-51.9% | $4,299-24.4% |
| Admin fee / account holder | $7,028 | $8,881-20.9% | $12,739-44.8% | $6,924+1.5% |