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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 | $27,119 | $48,011-43.5% | $63,803-57.5% | $82,637-67.2% |
| Participation rate | 34.3% | 66.6%-32.2pp | 72.7%-38.4pp | 68.1%-33.7pp |
| Annual return | 9.53% | 19.84%-10.3pp | 543.72%-534.2pp | 53.51%-44.0pp |
| Employer contribution / active EE | $2,258 | $1,904+18.6% | $2,532-10.8% | $2,552-11.5% |
| Participant deferral / active EE | $3,540 | $2,846+24.4% | $3,843-7.9% | $4,126-14.2% |
| Admin fee / account holder | $1,545 | $3,873-60.1% | $5,196-70.3% | $7,339-78.9% |