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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 | $41,660 | $62,672-33.5% | $185,117-77.5% | $70,126-40.6% |
| Participation rate | 66.7% | 63.8%+2.9pp | 77.3%-10.6pp | 69.5%-2.9pp |
| Annual return | 12.67% | 40.79%-28.1pp | 40.50%-27.8pp | 73.15%-60.5pp |
| Employer contribution / active EE | $847 | $1,753-51.7% | $4,182-79.7% | $2,343-63.8% |
| Participant deferral / active EE | $1,891 | $3,272-42.2% | $5,045-62.5% | $3,332-43.3% |
| Admin fee / account holder | $2,008 | $3,932-48.9% | $8,159-75.4% | $4,645-56.8% |