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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 | $39,861 | $54,541-26.9% | $78,778-49.4% | $70,126-43.2% |
| Participation rate | 69.1% | 60.8%+8.3pp | 69.2%-0.1pp | 69.5%-0.4pp |
| Annual return | 11.10% | 21.07%-10.0pp | 35.62%-24.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $219 | $1,089-79.9% | $1,986-89.0% | $2,343-90.7% |
| Participant deferral / active EE | $1,894 | $2,210-14.3% | $2,958-36.0% | $3,332-43.2% |
| Admin fee / account holder | $7,408 | $3,709+99.7% | $5,134+44.3% | $4,645+59.5% |