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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 | $32,613 | $94,436-65.5% | $115,599-71.8% | $82,637-60.5% |
| Participation rate | 65.5% | 70.4%-5.0pp | 74.3%-8.8pp | 68.1%-2.6pp |
| Annual return | 11.80% | 18.37%-6.6pp | 111.10%-99.3pp | 53.51%-41.7pp |
| Employer contribution / active EE | $930 | $2,324-60.0% | $2,955-68.5% | $2,552-63.5% |
| Participant deferral / active EE | $2,693 | $3,955-31.9% | $4,889-44.9% | $4,126-34.7% |
| Admin fee / account holder | $22,154 | $10,328+114.5% | $12,841+72.5% | $7,339+201.9% |