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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 | $79,012 | $49,024+61.2% | $112,860-30.0% | $87,485-9.7% |
| Participation rate | 58.6% | 62.2%-3.5pp | 66.3%-7.7pp | 68.9%-10.3pp |
| Annual return | 11.05% | 43.86%-32.8pp | 35.26%-24.2pp | 26.06%-15.0pp |
| Employer contribution / active EE | $635 | $1,290-50.8% | $2,206-71.2% | $2,596-75.5% |
| Participant deferral / active EE | $1,827 | $2,209-17.3% | $3,493-47.7% | $4,274-57.2% |
| Admin fee / account holder | $433 | $6,266-93.1% | $6,841-93.7% | $7,775-94.4% |