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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 | $30,477 | $54,763-44.3% | $90,324-66.3% | $72,976-58.2% |
| Participation rate | 68.3% | 65.2%+3.1pp | 73.3%-5.0pp | 69.5%-1.2pp |
| Annual return | 11.33% | 30.63%-19.3pp | 78.15%-66.8pp | 81.02%-69.7pp |
| Employer contribution / active EE | $756 | $2,093-63.9% | $2,856-73.5% | $2,440-69.0% |
| Participant deferral / active EE | $1,866 | $2,887-35.4% | $3,885-52.0% | $3,608-48.3% |
| Admin fee / account holder | $4,180 | $3,973+5.2% | $5,356-22.0% | $5,124-18.4% |