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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 | $39,241 | $63,904-38.6% | $89,340-56.1% | $67,986-42.3% |
| Participation rate | 60.3% | 54.3%+6.0pp | 69.6%-9.2pp | 57.2%+3.1pp |
| Annual return | 11.74% | 18.09%-6.4pp | 20.57%-8.8pp | 31.67%-19.9pp |
| Employer contribution / active EE | $774 | $1,627-52.4% | $2,231-65.3% | $2,019-61.7% |
| Participant deferral / active EE | $2,039 | $2,691-24.2% | $3,823-46.7% | $3,358-39.3% |
| Admin fee / account holder | $1,804 | $3,315-45.6% | $6,704-73.1% | $3,203-43.7% |