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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 | $57,752 | $73,787-21.7% | $98,716-41.5% | $82,448-30.0% |
| Participation rate | 64.4% | 61.4%+3.0pp | 69.3%-4.8pp | 68.1%-3.6pp |
| Annual return | 9.74% | 18.57%-8.8pp | 31.81%-22.1pp | 41.64%-31.9pp |
| Employer contribution / active EE | $833 | $1,511-44.9% | $2,279-63.4% | $2,551-67.3% |
| Participant deferral / active EE | $2,145 | $3,081-30.4% | $4,048-47.0% | $4,139-48.2% |
| Admin fee / account holder | $5,062 | $6,500-22.1% | $8,703-41.8% | $7,234-30.0% |