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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 | $29,455 | $65,395-55.0% | $182,558-83.9% | $72,976-59.6% |
| Participation rate | 66.7% | 65.4%+1.2pp | 78.0%-11.3pp | 69.5%-2.8pp |
| Annual return | 16.37% | 27.68%-11.3pp | 148.59%-132.2pp | 81.02%-64.6pp |
| Employer contribution / active EE | $957 | $1,911-49.9% | $4,076-76.5% | $2,440-60.8% |
| Participant deferral / active EE | $2,527 | $3,563-29.1% | $5,526-54.3% | $3,608-30.0% |
| Admin fee / account holder | $7,014 | $4,245+65.2% | $8,594-18.4% | $5,124+36.9% |