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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 | $28,186 | $71,215-60.4% | $93,696-69.9% | $80,935-65.2% |
| Participation rate | 63.2% | 60.4%+2.8pp | 68.7%-5.6pp | 67.7%-4.5pp |
| Annual return | 9.18% | 11.27%-2.1pp | 133.74%-124.6pp | 35.66%-26.5pp |
| Employer contribution / active EE | $848 | $1,565-45.8% | $2,422-65.0% | $2,757-69.3% |
| Participant deferral / active EE | $4,698 | $4,037+16.4% | $4,417+6.4% | $4,299+9.3% |
| Admin fee / account holder | $4,146 | $6,958-40.4% | $8,287-50.0% | $6,924-40.1% |