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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 | $73,787-48.6% | $98,716-61.6% | $82,448-54.0% |
| Participation rate | 69.7% | 61.4%+8.3pp | 69.3%+0.4pp | 68.1%+1.6pp |
| Annual return | 11.22% | 18.57%-7.3pp | 31.81%-20.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $614 | $1,511-59.4% | $2,279-73.1% | $2,551-75.9% |
| Participant deferral / active EE | $5,896 | $3,081+91.3% | $4,048+45.7% | $4,139+42.4% |
| Admin fee / account holder | $822 | $6,500-87.4% | $8,703-90.6% | $7,234-88.6% |