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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 | $72,397 | $36,948+95.9% | $73,658-1.7% | $87,485-17.2% |
| Participation rate | 48.6% | 46.8%+1.8pp | 57.0%-8.5pp | 68.9%-20.4pp |
| Annual return | 13.72% | 28.64%-14.9pp | 29.72%-16.0pp | 26.06%-12.3pp |
| Employer contribution / active EE | $387 | $670-42.3% | $1,032-62.6% | $2,596-85.1% |
| Participant deferral / active EE | $2,348 | $1,379+70.2% | $2,062+13.9% | $4,274-45.1% |
| Admin fee / account holder | $2,278 | $2,531-10.0% | $3,357-32.1% | $7,775-70.7% |