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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 | $29,529 | $54,757-46.1% | $90,300-67.3% | $72,983-59.5% |
| Participation rate | 50.0% | 65.1%-15.1pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 15.61% | 30.63%-15.0pp | 78.11%-62.5pp | 81.01%-65.4pp |
| Employer contribution / active EE | $1,412 | $2,092-32.5% | $2,854-50.5% | $2,440-42.1% |
| Participant deferral / active EE | $3,530 | $2,887+22.3% | $3,884-9.1% | $3,608-2.1% |
| Admin fee / account holder | $4,687 | $3,972+18.0% | $5,353-12.4% | $5,124-8.5% |