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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 | $37,937 | $74,535-49.1% | $100,712-62.3% | $82,637-54.1% |
| Participation rate | 69.7% | 61.2%+8.5pp | 69.3%+0.4pp | 68.1%+1.6pp |
| Annual return | 11.22% | 18.92%-7.7pp | 33.27%-22.0pp | 53.51%-42.3pp |
| Employer contribution / active EE | $614 | $1,503-59.2% | $2,313-73.5% | $2,552-76.0% |
| Participant deferral / active EE | $5,896 | $3,074+91.8% | $4,085+44.3% | $4,126+42.9% |
| Admin fee / account holder | $822 | $6,576-87.5% | $9,256-91.1% | $7,339-88.8% |