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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 | $46,728 | $106,974-56.3% | $90,796-48.5% | $138,895-66.4% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.5%-2.8pp | 79.9%-13.3pp |
| Annual return | 8.83% | 20.10%-11.3pp | 19.29%-10.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $436 | $2,609-83.3% | $2,294-81.0% | $4,194-89.6% |
| Participant deferral / active EE | $2,180 | $4,455-51.1% | $3,822-43.0% | $6,396-65.9% |
| Admin fee / account holder | $3,017 | $8,626-65.0% | $7,024-57.0% | $12,562-76.0% |