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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 | $41,659 | $73,787-43.5% | $98,716-57.8% | $82,448-49.5% |
| Participation rate | 64.3% | 61.4%+2.9pp | 69.3%-5.0pp | 68.1%-3.8pp |
| Annual return | 11.90% | 18.57%-6.7pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $536 | $1,511-64.6% | $2,279-76.5% | $2,551-79.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,968 | $6,500-38.9% | $8,703-54.4% | $7,234-45.1% |