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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 | $40,084 | $64,324-37.7% | $118,946-66.3% | $79,852-49.8% |
| Participation rate | 66.7% | 64.9%+1.8pp | 75.4%-8.7pp | 69.6%-3.0pp |
| Annual return | 8.58% | 86.45%-77.9pp | 35.89%-27.3pp | 31.72%-23.1pp |
| Employer contribution / active EE | $966 | $1,836-47.4% | $3,263-70.4% | $2,471-60.9% |
| Participant deferral / active EE | $1,449 | $2,824-48.7% | $4,266-66.0% | $3,740-61.3% |
| Admin fee / account holder | $12,406 | $4,040+207.1% | $6,581+88.5% | $5,306+133.8% |