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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 | $40,640 | $56,054-27.5% | $171,082-76.2% | $62,881-35.4% |
| Participation rate | 69.1% | 62.9%+6.2pp | 76.7%-7.6pp | 69.3%-0.2pp |
| Annual return | -1.64% | 22.52%-24.2pp | 32.56%-34.2pp | 20.14%-21.8pp |
| Employer contribution / active EE | $518 | $1,731-70.1% | $4,002-87.1% | $2,281-77.3% |
| Participant deferral / active EE | $2,044 | $3,158-35.3% | $4,797-57.4% | $3,203-36.2% |
| Admin fee / account holder | $4,256 | $3,647+16.7% | $8,520-50.0% | $4,296-0.9% |