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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 | $27,928 | $56,054-50.2% | $171,082-83.7% | $62,881-55.6% |
| Participation rate | 68.8% | 62.9%+5.9pp | 76.7%-7.9pp | 69.3%-0.6pp |
| Annual return | 4.88% | 22.52%-17.6pp | 32.56%-27.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,110 | $1,731-35.9% | $4,002-72.3% | $2,281-51.3% |
| Participant deferral / active EE | $2,908 | $3,158-7.9% | $4,797-39.4% | $3,203-9.2% |
| Admin fee / account holder | $3,199 | $3,647-12.3% | $8,520-62.4% | $4,296-25.5% |