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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 | $38,913 | $71,230-45.4% | $93,727-58.5% | $80,959-51.9% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.0pp | 67.7%-1.0pp |
| Annual return | 9.67% | 11.26%-1.6pp | 133.83%-124.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,547 | $1,565-1.2% | $2,421-36.1% | $2,757-43.9% |
| Participant deferral / active EE | $3,912 | $4,037-3.1% | $4,417-11.4% | $4,300-9.0% |
| Admin fee / account holder | $2,866 | $6,961-58.8% | $8,292-65.4% | $6,925-58.6% |