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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 | $27,427 | $55,713-50.8% | $75,901-63.9% | $72,975-62.4% |
| Participation rate | 69.2% | 61.1%+8.1pp | 69.3%-0.1pp | 69.5%-0.3pp |
| Annual return | 15.88% | 27.60%-11.7pp | 30.76%-14.9pp | 81.01%-65.1pp |
| Employer contribution / active EE | $439 | $1,687-74.0% | $2,501-82.5% | $2,440-82.0% |
| Participant deferral / active EE | $1,969 | $2,634-25.2% | $3,603-45.3% | $3,608-45.4% |
| Admin fee / account holder | $2,391 | $3,980-39.9% | $5,420-55.9% | $5,124-53.3% |