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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 | $41,153 | $46,596-11.7% | $64,099-35.8% | $75,181-45.3% |
| Participation rate | 63.4% | 65.9%-2.5pp | 72.3%-8.9pp | 67.2%-3.8pp |
| Annual return | 10.99% | 26.04%-15.1pp | 33.70%-22.7pp | 160.69%-149.7pp |
| Employer contribution / active EE | $1,347 | $1,975-31.8% | $2,748-51.0% | $2,671-49.5% |
| Participant deferral / active EE | $2,837 | $2,8370% | $3,881-26.9% | $4,126-31.2% |
| Admin fee / account holder | $824 | $2,954-72.1% | $3,070-73.2% | $5,650-85.4% |