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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 | $21,366 | $48,078-55.6% | $78,676-72.8% | $62,881-66.0% |
| Participation rate | 67.5% | 65.2%+2.3pp | 73.6%-6.1pp | 69.3%-1.8pp |
| Annual return | 4.27% | 31.36%-27.1pp | 62.19%-57.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,091 | $2,015-45.9% | $2,850-61.7% | $2,281-52.2% |
| Participant deferral / active EE | $1,584 | $2,587-38.8% | $3,517-55.0% | $3,203-50.6% |
| Admin fee / account holder | $3,022 | $3,206-5.7% | $4,510-33.0% | $4,296-29.6% |