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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 | $31,404 | $52,279-39.9% | $89,435-64.9% | $79,856-60.7% |
| Participation rate | 67.3% | 57.5%+9.8pp | 68.0%-0.6pp | 69.6%-2.3pp |
| Annual return | 7.26% | 22.16%-14.9pp | 245.55%-238.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $2,475 | $1,572+57.5% | $2,587-4.3% | $2,471+0.2% |
| Participant deferral / active EE | $4,643 | $2,740+69.4% | $3,890+19.4% | $3,741+24.1% |
| Admin fee / account holder | $2,264 | $3,356-32.5% | $4,884-53.6% | $5,306-57.3% |