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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 | $21,830 | $53,774-59.4% | $134,162-83.7% | $79,852-72.7% |
| Participation rate | 62.2% | 58.8%+3.4pp | 72.2%-10.0pp | 69.6%-7.5pp |
| Annual return | 8.99% | 19.01%-10.0pp | 36.35%-27.4pp | 31.72%-22.7pp |
| Employer contribution / active EE | $680 | $1,322-48.6% | $3,705-81.7% | $2,471-72.5% |
| Participant deferral / active EE | $2,899 | $2,420+19.8% | $3,500-17.2% | $3,740-22.5% |
| Admin fee / account holder | $4,509 | $3,985+13.2% | $6,685-32.5% | $5,306-15.0% |