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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 | $28,369 | $46,534-39.0% | $64,097-55.7% | $75,177-62.3% |
| Participation rate | 55.3% | 65.9%-10.6pp | 72.3%-17.0pp | 67.2%-11.9pp |
| Annual return | 9.17% | 26.07%-16.9pp | 33.75%-24.6pp | 160.75%-151.6pp |
| Employer contribution / active EE | $745 | $1,976-62.3% | $2,750-72.9% | $2,671-72.1% |
| Participant deferral / active EE | $1,364 | $2,835-51.9% | $3,881-64.8% | $4,126-66.9% |
| Admin fee / account holder | $3,047 | $2,957+3.1% | $3,070-0.7% | $5,651-46.1% |