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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 | $39,995 | $81,208-50.7% | $98,920-59.6% | $79,852-49.9% |
| Participation rate | 69.8% | 72.5%-2.7pp | 76.0%-6.3pp | 69.6%+0.1pp |
| Annual return | 9.83% | 60.99%-51.2pp | 196.47%-186.6pp | 31.72%-21.9pp |
| Employer contribution / active EE | $589 | $1,960-70.0% | $2,689-78.1% | $2,471-76.2% |
| Participant deferral / active EE | $3,380 | $3,265+3.5% | $4,245-20.4% | $3,740-9.6% |
| Admin fee / account holder | $9,946 | $6,013+65.4% | $6,643+49.7% | $5,306+87.4% |