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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 | $35,782 | $71,215-49.8% | $93,696-61.8% | $80,935-55.8% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.7%-2.1pp |
| Annual return | 7.87% | 11.27%-3.4pp | 133.74%-125.9pp | 35.66%-27.8pp |
| Employer contribution / active EE | $510 | $1,565-67.4% | $2,422-78.9% | $2,757-81.5% |
| Participant deferral / active EE | $2,251 | $4,037-44.2% | $4,417-49.0% | $4,299-47.6% |
| Admin fee / account holder | $6,011 | $6,958-13.6% | $8,287-27.5% | $6,924-13.2% |