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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 | $64,734-39.4% | $90,796-56.8% | $64,097-38.8% |
| Participation rate | 60.3% | 53.2%+7.1pp | 69.5%-9.2pp | 55.2%+5.1pp |
| Annual return | 11.74% | 17.77%-6.0pp | 19.29%-7.6pp | 34.64%-22.9pp |
| Employer contribution / active EE | $774 | $1,703-54.5% | $2,294-66.3% | $1,891-59.1% |
| Participant deferral / active EE | $2,039 | $2,629-22.4% | $3,822-46.6% | $3,080-33.8% |
| Admin fee / account holder | $1,804 | $3,474-48.1% | $7,024-74.3% | $3,454-47.8% |