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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 | $47,240 | $72,027-34.4% | $185,861-74.6% | $79,856-40.8% |
| Participation rate | 67.7% | 65.8%+1.9pp | 78.0%-10.3pp | 69.6%-1.9pp |
| Annual return | 10.02% | 23.13%-13.1pp | 35.96%-25.9pp | 31.71%-21.7pp |
| Employer contribution / active EE | $723 | $1,965-63.2% | $4,088-82.3% | $2,471-70.7% |
| Participant deferral / active EE | $2,424 | $3,780-35.9% | $5,634-57.0% | $3,741-35.2% |
| Admin fee / account holder | $559 | $4,513-87.6% | $9,503-94.1% | $5,306-89.5% |