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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 | $48,912 | $81,331-39.9% | $155,534-68.6% | $80,935-39.6% |
| Participation rate | 65.5% | 66.3%-0.7pp | 78.2%-12.7pp | 67.7%-2.1pp |
| Annual return | 9.38% | 33.37%-24.0pp | 64.92%-55.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $576 | $3,105-81.4% | $4,675-87.7% | $2,757-79.1% |
| Participant deferral / active EE | $986 | $3,454-71.5% | $5,630-82.5% | $4,299-77.1% |
| Admin fee / account holder | $426 | $7,999-94.7% | $15,900-97.3% | $6,924-93.9% |