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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 | $36,025 | $54,757-34.2% | $90,300-60.1% | $72,983-50.6% |
| Participation rate | 65.2% | 65.1%0pp | 73.3%-8.1pp | 69.5%-4.3pp |
| Annual return | 13.51% | 30.63%-17.1pp | 78.11%-64.6pp | 81.01%-67.5pp |
| Employer contribution / active EE | $803 | $2,092-61.6% | $2,854-71.9% | $2,440-67.1% |
| Participant deferral / active EE | $1,347 | $2,887-53.3% | $3,884-65.3% | $3,608-62.7% |
| Admin fee / account holder | $1,492 | $3,972-62.4% | $5,353-72.1% | $5,124-70.9% |