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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 | $59,653 | $65,364-8.7% | $92,909-35.8% | $72,975-18.3% |
| Participation rate | 26.3% | 68.3%-42.0pp | 76.0%-49.7pp | 69.5%-43.2pp |
| Annual return | 6.85% | 42.11%-35.3pp | 109.44%-102.6pp | 81.01%-74.2pp |
| Employer contribution / active EE | $876 | $2,594-66.2% | $3,653-76.0% | $2,440-64.1% |
| Participant deferral / active EE | $2,398 | $3,128-23.3% | $4,238-43.4% | $3,608-33.5% |
| Admin fee / account holder | $371 | $4,251-91.3% | $5,795-93.6% | $5,124-92.8% |