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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 | $30,909 | $48,053-35.7% | $84,637-63.5% | $72,976-57.6% |
| Participation rate | 56.0% | 57.6%-1.6pp | 68.2%-12.2pp | 69.5%-13.5pp |
| Annual return | 16.77% | 37.39%-20.6pp | 258.82%-242.1pp | 81.02%-64.3pp |
| Employer contribution / active EE | $1,208 | $1,602-24.6% | $2,653-54.5% | $2,440-50.5% |
| Participant deferral / active EE | $2,053 | $2,681-23.4% | $3,900-47.4% | $3,608-43.1% |
| Admin fee / account holder | $5,277 | $3,395+55.4% | $4,914+7.4% | $5,124+3.0% |