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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 | $21,113 | $32,425-34.9% | $74,577-71.7% | $55,167-61.7% |
| Participation rate | 65.0% | 54.0%+11.0pp | 68.1%-3.1pp | 69.0%-4.0pp |
| Annual return | 4.11% | 10.63%-6.5pp | 20.47%-16.4pp | 169.23%-165.1pp |
| Employer contribution / active EE | $830 | $1,043-20.4% | $2,525-67.1% | $1,963-57.7% |
| Participant deferral / active EE | $3,321 | $1,995+66.5% | $3,458-4.0% | $3,054+8.7% |
| Admin fee / account holder | $538 | $748-28.2% | $4,138-87.0% | $504+6.7% |