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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 | $45,639 | $91,086-49.9% | $203,872-77.6% | $86,983-47.5% |
| Participation rate | 68.9% | 65.8%+3.1pp | 77.8%-8.9pp | 69.5%-0.7pp |
| Annual return | 3.47% | 22.30%-18.8pp | 85.11%-81.6pp | 25.83%-22.4pp |
| Employer contribution / active EE | $712 | $2,063-65.5% | $3,757-81.0% | $2,584-72.4% |
| Participant deferral / active EE | $3,561 | $4,019-11.4% | $6,388-44.3% | $4,194-15.1% |
| Admin fee / account holder | $2,687 | $8,987-70.1% | $11,730-77.1% | $7,856-65.8% |