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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 | $45,735 | $58,512-21.8% | $84,020-45.6% | $72,983-37.3% |
| Participation rate | 65.8% | 61.2%+4.6pp | 69.0%-3.2pp | 69.5%-3.7pp |
| Annual return | 15.04% | 28.93%-13.9pp | 71.31%-56.3pp | 81.01%-66.0pp |
| Employer contribution / active EE | $320 | $1,163-72.5% | $1,984-83.8% | $2,440-86.9% |
| Participant deferral / active EE | $2,318 | $2,394-3.2% | $3,239-28.4% | $3,608-35.8% |
| Admin fee / account holder | $342 | $4,569-92.5% | $6,101-94.4% | $5,124-93.3% |