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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 | $32,236 | $82,133-60.8% | $147,318-78.1% | $64,097-49.7% |
| Participation rate | 59.5% | 62.3%-2.8pp | 82.1%-22.6pp | 55.2%+4.3pp |
| Annual return | 12.99% | 78.78%-65.8pp | 70.43%-57.4pp | 34.64%-21.7pp |
| Employer contribution / active EE | $745 | $2,872-74.1% | $4,593-83.8% | $1,891-60.6% |
| Participant deferral / active EE | $2,592 | $5,407-52.1% | $7,906-67.2% | $3,080-15.8% |
| Admin fee / account holder | $2,596 | $3,730-30.4% | $13,708-81.1% | $3,454-24.8% |