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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 | $44,148 | $65,034-32.1% | $90,970-51.5% | $79,856-44.7% |
| Participation rate | 68.8% | 61.6%+7.1pp | 69.0%-0.3pp | 69.6%-0.9pp |
| Annual return | 7.98% | 30.45%-22.5pp | 134.60%-126.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $806 | $1,247-35.4% | $2,122-62.0% | $2,471-67.4% |
| Participant deferral / active EE | $2,763 | $2,512+10.0% | $3,373-18.1% | $3,741-26.1% |
| Admin fee / account holder | $408 | $4,536-91.0% | $5,961-93.2% | $5,306-92.3% |