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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 | $40,052 | $58,627-31.7% | $76,735-47.8% | $82,448-51.4% |
| Participation rate | 68.1% | 63.2%+4.9pp | 69.5%-1.4pp | 68.1%0pp |
| Annual return | 12.35% | 39.10%-26.8pp | 29.77%-17.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $912 | $1,729-47.3% | $2,454-62.9% | $2,551-64.3% |
| Participant deferral / active EE | $2,250 | $3,134-28.2% | $4,088-45.0% | $4,139-45.6% |
| Admin fee / account holder | $6,262 | $5,323+17.7% | $7,189-12.9% | $7,234-13.4% |