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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 | $31,192 | $106,524-70.7% | $152,301-79.5% | $87,485-64.3% |
| Participation rate | 58.5% | 75.8%-17.2pp | 82.4%-23.9pp | 68.9%-10.4pp |
| Annual return | 13.08% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,842 | $3,371-15.7% | $4,624-38.5% | $2,596+9.5% |
| Participant deferral / active EE | $4,556 | $6,525-30.2% | $8,004-43.1% | $4,274+6.6% |
| Admin fee / account holder | $575 | $8,287-93.1% | $14,398-96.0% | $7,775-92.6% |