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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 | $51,604-45.0% | $129,295-78.0% | $80,874-64.9% |
| Participation rate | 60.7% | 57.0%+3.7pp | 69.6%-8.9pp | 67.6%-7.0pp |
| Annual return | 9.48% | 20.76%-11.3pp | 9429.28%-9419.8pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,600 | $1,585+1.0% | $4,157-61.5% | $2,756-41.9% |
| Participant deferral / active EE | $4,528 | $2,670+69.6% | $4,169+8.6% | $4,297+5.4% |
| Admin fee / account holder | $709 | $4,310-83.5% | $7,665-90.7% | $6,935-89.8% |