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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 | $41,689 | $75,541-44.8% | $152,093-72.6% | $82,637-49.6% |
| Participation rate | 64.6% | 66.5%-1.9pp | 77.8%-13.2pp | 68.1%-3.4pp |
| Annual return | 10.87% | 32.56%-21.7pp | 66.36%-55.5pp | 53.51%-42.6pp |
| Employer contribution / active EE | $762 | $2,622-70.9% | $4,175-81.7% | $2,552-70.1% |
| Participant deferral / active EE | $2,129 | $3,206-33.6% | $5,451-61.0% | $4,126-48.4% |
| Admin fee / account holder | $801 | $6,405-87.5% | $14,497-94.5% | $7,339-89.1% |