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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 | $38,914 | $72,027-46.0% | $185,861-79.1% | $79,856-51.3% |
| Participation rate | 68.8% | 65.8%+3.0pp | 78.0%-9.3pp | 69.6%-0.9pp |
| Annual return | 3.58% | 23.13%-19.5pp | 35.96%-32.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $495 | $1,965-74.8% | $4,088-87.9% | $2,471-80.0% |
| Participant deferral / active EE | $1,642 | $3,780-56.6% | $5,634-70.9% | $3,741-56.1% |
| Admin fee / account holder | $2,114 | $4,513-53.2% | $9,503-77.8% | $5,306-60.2% |