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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 | $21,095 | $41,377-49.0% | $109,313-80.7% | $62,881-66.5% |
| Participation rate | 65.0% | 57.5%+7.5pp | 71.3%-6.3pp | 69.3%-4.3pp |
| Annual return | 3.95% | 11.05%-7.1pp | 22.07%-18.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $850 | $1,276-33.3% | $3,892-78.1% | $2,281-62.7% |
| Participant deferral / active EE | $2,568 | $2,045+25.6% | $3,166-18.9% | $3,203-19.8% |
| Admin fee / account holder | $3,800 | $2,884+31.7% | $5,666-32.9% | $4,296-11.6% |