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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 | $47,422 | $41,016+15.6% | $152,093-68.8% | $64,097-26.0% |
| Participation rate | 31.8% | 51.3%-19.5pp | 77.8%-45.9pp | 55.2%-23.4pp |
| Annual return | 10.09% | 39.60%-29.5pp | 66.36%-56.3pp | 34.64%-24.6pp |
| Employer contribution / active EE | $1,025 | $1,342-23.6% | $4,175-75.4% | $1,891-45.8% |
| Participant deferral / active EE | $1,831 | $1,927-5.0% | $5,451-66.4% | $3,080-40.5% |
| Admin fee / account holder | $3,733 | $2,305+61.9% | $14,497-74.2% | $3,454+8.1% |