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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 | $40,269 | $57,140-29.5% | $85,240-52.8% | $80,959-50.3% |
| Participation rate | 60.3% | 56.4%+3.9pp | 67.5%-7.2pp | 67.7%-7.4pp |
| Annual return | 8.65% | 21.71%-13.1pp | 66.75%-58.1pp | 35.67%-27.0pp |
| Employer contribution / active EE | $323 | $1,802-82.1% | $2,735-88.2% | $2,757-88.3% |
| Participant deferral / active EE | $3,026 | $3,115-2.9% | $4,527-33.2% | $4,300-29.6% |
| Admin fee / account holder | $1,151 | $4,992-77.0% | $6,165-81.3% | $6,925-83.4% |