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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 | $31,342 | $51,604-39.3% | $129,295-75.8% | $80,874-61.2% |
| Participation rate | 64.5% | 57.0%+7.5pp | 69.6%-5.1pp | 67.6%-3.1pp |
| Annual return | 8.97% | 20.76%-11.8pp | 9429.28%-9420.3pp | 35.62%-26.6pp |
| Employer contribution / active EE | $1,239 | $1,585-21.8% | $4,157-70.2% | $2,756-55.1% |
| Participant deferral / active EE | $3,895 | $2,670+45.9% | $4,169-6.6% | $4,297-9.4% |
| Admin fee / account holder | $11,505 | $4,310+166.9% | $7,665+50.1% | $6,935+65.9% |