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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 | $33,866 | $45,343-25.3% | $150,298-77.5% | $67,986-50.2% |
| Participation rate | 64.9% | 51.9%+13.0pp | 77.8%-12.9pp | 57.2%+7.7pp |
| Annual return | 10.98% | 33.28%-22.3pp | 62.79%-51.8pp | 31.67%-20.7pp |
| Employer contribution / active EE | $742 | $1,462-49.2% | $4,154-82.1% | $2,019-63.2% |
| Participant deferral / active EE | $2,498 | $2,055+21.6% | $5,453-54.2% | $3,358-25.6% |
| Admin fee / account holder | $933 | $2,250-58.5% | $14,116-93.4% | $3,203-70.9% |