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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 | $31,487 | $54,541-42.3% | $78,778-60.0% | $70,124-55.1% |
| Participation rate | 65.3% | 60.8%+4.5pp | 69.2%-3.9pp | 69.5%-4.2pp |
| Annual return | 7.45% | 21.07%-13.6pp | 35.62%-28.2pp | 73.14%-65.7pp |
| Employer contribution / active EE | $608 | $1,089-44.2% | $1,986-69.4% | $2,342-74.0% |
| Participant deferral / active EE | $3,182 | $2,210+44.0% | $2,958+7.6% | $3,332-4.5% |
| Admin fee / account holder | $857 | $3,709-76.9% | $5,134-83.3% | $4,645-81.6% |