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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 | $23,599 | $72,027-67.2% | $185,835-87.3% | $79,852-70.4% |
| Participation rate | 69.2% | 65.8%+3.5pp | 78.0%-8.8pp | 69.6%-0.4pp |
| Annual return | 10.38% | 23.13%-12.7pp | 35.96%-25.6pp | 31.72%-21.3pp |
| Employer contribution / active EE | $443 | $1,965-77.5% | $4,087-89.2% | $2,471-82.1% |
| Participant deferral / active EE | $3,090 | $3,780-18.3% | $5,633-45.2% | $3,740-17.4% |
| Admin fee / account holder | $3,704 | $4,513-17.9% | $9,502-61.0% | $5,306-30.2% |