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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 | $45,418 | $68,880-34.1% | $120,580-62.3% | $80,959-43.9% |
| Participation rate | 66.7% | 61.7%+5.0pp | 72.0%-5.3pp | 67.7%-1.0pp |
| Annual return | 9.97% | 23.68%-13.7pp | 107.48%-97.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $849 | $2,066-58.9% | $3,469-75.5% | $2,757-69.2% |
| Participant deferral / active EE | $2,073 | $3,191-35.0% | $4,995-58.5% | $4,300-51.8% |
| Admin fee / account holder | $885 | $5,785-84.7% | $9,418-90.6% | $6,925-87.2% |