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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 | $48,758 | $80,992-39.8% | $96,534-49.5% | $75,173-35.1% |
| Participation rate | 69.1% | 71.8%-2.7pp | 76.0%-6.9pp | 67.2%+1.9pp |
| Annual return | 11.14% | 27.05%-15.9pp | 25.88%-14.7pp | 160.72%-149.6pp |
| Employer contribution / active EE | $974 | $2,283-57.3% | $2,965-67.2% | $2,671-63.5% |
| Participant deferral / active EE | $3,894 | $3,929-0.9% | $4,851-19.7% | $4,126-5.6% |
| Admin fee / account holder | $10,354 | $6,717+54.2% | $8,253+25.5% | $5,651+83.2% |