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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 | $19,608 | $48,364-59.5% | $71,796-72.7% | $62,881-68.8% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 3.31% | 13.16%-9.9pp | 78.04%-74.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $939 | $1,042-9.9% | $1,924-51.2% | $2,281-58.8% |
| Participant deferral / active EE | $2,310 | $2,091+10.4% | $2,794-17.3% | $3,203-27.9% |
| Admin fee / account holder | $32,922 | $3,771+773.0% | $4,815+583.7% | $4,296+666.4% |