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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 | $37,433 | $77,962-52.0% | $178,540-79.0% | $80,935-53.7% |
| Participation rate | 66.7% | 65.7%+1.0pp | 77.1%-10.4pp | 67.7%-1.0pp |
| Annual return | 10.53% | 18.10%-7.6pp | 27.15%-16.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $923 | $2,280-59.5% | $3,953-76.7% | $2,757-66.5% |
| Participant deferral / active EE | $2,228 | $4,404-49.4% | $6,281-64.5% | $4,299-48.2% |
| Admin fee / account holder | $2,468 | $7,156-65.5% | $10,424-76.3% | $6,924-64.4% |