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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 | $34,983 | $32,888+6.4% | - | $70,126-50.1% |
| Participation rate | 60.7% | 57.8%+2.9pp | - | 69.5%-8.8pp |
| Annual return | 11.53% | 18.50%-7.0pp | - | 73.15%-61.6pp |
| Employer contribution / active EE | $390 | $2,171-82.0% | - | $2,343-83.3% |
| Participant deferral / active EE | $2,237 | $1,340+66.9% | - | $3,332-32.9% |
| Admin fee / account holder | $1,775 | $1,413+25.6% | - | $4,645-61.8% |