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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 | $25,859 | $54,541-52.6% | $78,778-67.2% | $70,126-63.1% |
| Participation rate | 65.9% | 60.8%+5.1pp | 69.2%-3.3pp | 69.5%-3.7pp |
| Annual return | 12.12% | 21.07%-9.0pp | 35.62%-23.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $464 | $1,089-57.3% | $1,986-76.6% | $2,343-80.2% |
| Participant deferral / active EE | $2,188 | $2,210-1.0% | $2,958-26.0% | $3,332-34.3% |
| Admin fee / account holder | $3,228 | $3,709-13.0% | $5,134-37.1% | $4,645-30.5% |