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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 | $38,969 | $43,075-9.5% | $74,577-47.7% | $62,881-38.0% |
| Participation rate | 63.3% | 58.1%+5.3pp | 68.1%-4.8pp | 69.3%-6.0pp |
| Annual return | 3.24% | 17.50%-14.3pp | 20.47%-17.2pp | 20.14%-16.9pp |
| Employer contribution / active EE | $870 | $1,498-41.9% | $2,525-65.5% | $2,281-61.8% |
| Participant deferral / active EE | $1,106 | $2,389-53.7% | $3,458-68.0% | $3,203-65.5% |
| Admin fee / account holder | $1,319 | $2,840-53.5% | $4,138-68.1% | $4,296-69.3% |