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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 | $43,385 | $58,057-25.3% | $97,032-55.3% | $86,983-50.1% |
| Participation rate | 62.5% | 60.4%+2.1pp | 71.6%-9.1pp | 69.5%-7.0pp |
| Annual return | 12.78% | 22.26%-9.5pp | 35.38%-22.6pp | 25.83%-13.1pp |
| Employer contribution / active EE | $113 | $1,663-93.2% | $2,629-95.7% | $2,584-95.6% |
| Participant deferral / active EE | $8,815 | $3,244+171.8% | $4,672+88.7% | $4,194+110.2% |
| Admin fee / account holder | $2,786 | $4,839-42.4% | $9,418-70.4% | $7,856-64.5% |