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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 | $28,396 | $51,638-45.0% | $129,406-78.1% | $80,959-64.9% |
| Participation rate | 60.7% | 56.9%+3.7pp | 69.6%-9.0pp | 67.7%-7.0pp |
| Annual return | 9.48% | 20.78%-11.3pp | 9468.18%-9458.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,600 | $1,584+1.1% | $4,155-61.5% | $2,757-42.0% |
| Participant deferral / active EE | $4,528 | $2,670+69.6% | $4,167+8.7% | $4,300+5.3% |
| Admin fee / account holder | $709 | $4,313-83.6% | $7,689-90.8% | $6,925-89.8% |