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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 | $34,804 | $46,596-25.3% | $64,099-45.7% | $75,181-53.7% |
| Participation rate | 56.0% | 65.9%-9.9pp | 72.3%-16.3pp | 67.2%-11.2pp |
| Annual return | 1.51% | 26.04%-24.5pp | 33.70%-32.2pp | 160.69%-159.2pp |
| Employer contribution / active EE | $696 | $1,975-64.8% | $2,748-74.7% | $2,671-73.9% |
| Participant deferral / active EE | $4,024 | $2,837+41.8% | $3,881+3.7% | $4,126-2.5% |
| Admin fee / account holder | $3,318 | $2,954+12.3% | $3,070+8.1% | $5,650-41.3% |