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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 | $35,971 | $46,534-22.7% | $64,097-43.9% | $75,177-52.2% |
| Participation rate | 65.6% | 65.9%-0.4pp | 72.3%-6.7pp | 67.2%-1.6pp |
| Annual return | 10.12% | 26.07%-15.9pp | 33.75%-23.6pp | 160.75%-150.6pp |
| Employer contribution / active EE | $1,490 | $1,976-24.6% | $2,750-45.8% | $2,671-44.2% |
| Participant deferral / active EE | $3,356 | $2,835+18.4% | $3,881-13.5% | $4,126-18.7% |
| Admin fee / account holder | $391 | $2,957-86.8% | $3,070-87.3% | $5,651-93.1% |