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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 | $36,163 | $84,236-57.1% | $170,435-78.8% | $70,126-48.4% |
| Participation rate | 69.8% | 70.8%-1.0pp | 83.6%-13.8pp | 69.5%+0.3pp |
| Annual return | 8.82% | 23.06%-14.2pp | 205.94%-197.1pp | 73.15%-64.3pp |
| Employer contribution / active EE | $994 | $3,387-70.6% | $5,432-81.7% | $2,343-57.5% |
| Participant deferral / active EE | $1,218 | $3,086-60.5% | $4,939-75.3% | $3,332-63.4% |
| Admin fee / account holder | $1,400 | $5,698-75.4% | $13,881-89.9% | $4,645-69.9% |