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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 | $25,246 | $81,358-69.0% | $155,556-83.8% | $80,959-68.8% |
| Participation rate | 64.4% | 66.3%-1.8pp | 78.2%-13.8pp | 67.7%-3.2pp |
| Annual return | 10.55% | 33.39%-22.8pp | 64.84%-54.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $819 | $3,106-73.6% | $4,675-82.5% | $2,757-70.3% |
| Participant deferral / active EE | $1,834 | $3,455-46.9% | $5,631-67.4% | $4,300-57.3% |
| Admin fee / account holder | $770 | $7,994-90.4% | $15,885-95.2% | $6,925-88.9% |