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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 | $31,595 | $84,236-62.5% | $170,435-81.5% | $70,126-54.9% |
| Participation rate | 68.5% | 70.8%-2.3pp | 83.6%-15.1pp | 69.5%-1.0pp |
| Annual return | 8.65% | 23.06%-14.4pp | 205.94%-197.3pp | 73.15%-64.5pp |
| Employer contribution / active EE | $690 | $3,387-79.6% | $5,432-87.3% | $2,343-70.5% |
| Participant deferral / active EE | $2,562 | $3,086-17.0% | $4,939-48.1% | $3,332-23.1% |
| Admin fee / account holder | $2,841 | $5,698-50.1% | $13,881-79.5% | $4,645-38.8% |