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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 | $38,941 | $41,377-5.9% | $109,313-64.4% | $62,881-38.1% |
| Participation rate | 65.0% | 57.5%+7.5pp | 71.3%-6.3pp | 69.3%-4.3pp |
| Annual return | 4.69% | 11.05%-6.4pp | 22.07%-17.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $768 | $1,276-39.8% | $3,892-80.3% | $2,281-66.3% |
| Participant deferral / active EE | $3,909 | $2,045+91.1% | $3,166+23.4% | $3,203+22.0% |
| Admin fee / account holder | $10,500 | $2,884+264.1% | $5,666+85.3% | $4,296+144.4% |