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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 | $29,673 | $84,953-65.1% | $163,379-81.8% | $82,637-64.1% |
| Participation rate | 65.5% | 65.9%-0.5pp | 76.8%-11.3pp | 68.1%-2.6pp |
| Annual return | 13.11% | 23.07%-10.0pp | 63.41%-50.3pp | 53.51%-40.4pp |
| Employer contribution / active EE | $743 | $2,183-66.0% | $3,752-80.2% | $2,552-70.9% |
| Participant deferral / active EE | $2,717 | $4,326-37.2% | $6,282-56.7% | $4,126-34.2% |
| Admin fee / account holder | $1,056 | $7,921-86.7% | $9,818-89.2% | $7,339-85.6% |