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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 | $29,501 | $76,407-61.4% | $150,298-80.4% | $82,448-64.2% |
| Participation rate | 68.2% | 66.4%+1.8pp | 77.8%-9.6pp | 68.1%+0.1pp |
| Annual return | 9.88% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,162 | $2,614-55.5% | $4,154-72.0% | $2,551-54.5% |
| Participant deferral / active EE | $3,372 | $3,214+4.9% | $5,453-38.2% | $4,139-18.5% |
| Admin fee / account holder | $6,734 | $6,352+6.0% | $14,116-52.3% | $7,234-6.9% |