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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 | $41,198 | $75,541-45.5% | $152,093-72.9% | $82,637-50.1% |
| Participation rate | 69.6% | 66.5%+3.1pp | 77.8%-8.1pp | 68.1%+1.6pp |
| Annual return | 12.90% | 32.56%-19.7pp | 66.36%-53.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $465 | $2,622-82.3% | $4,175-88.9% | $2,552-81.8% |
| Participant deferral / active EE | $3,457 | $3,206+7.8% | $5,451-36.6% | $4,126-16.2% |
| Admin fee / account holder | $6,591 | $6,405+2.9% | $14,497-54.5% | $7,339-10.2% |