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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 | $34,005 | $54,541-37.7% | $78,778-56.8% | $70,126-51.5% |
| Participation rate | 68.1% | 60.8%+7.3pp | 69.2%-1.1pp | 69.5%-1.4pp |
| Annual return | 11.08% | 21.07%-10.0pp | 35.62%-24.5pp | 73.15%-62.1pp |
| Employer contribution / active EE | $205 | $1,089-81.1% | $1,986-89.7% | $2,343-91.2% |
| Participant deferral / active EE | $2,384 | $2,210+7.9% | $2,958-19.4% | $3,332-28.5% |
| Admin fee / account holder | $4,223 | $3,709+13.9% | $5,134-17.7% | $4,645-9.1% |