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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 | $45,090 | $60,442-25.4% | $96,754-53.4% | $87,485-48.5% |
| Participation rate | 64.4% | 58.7%+5.7pp | 70.3%-5.8pp | 68.9%-4.5pp |
| Annual return | 11.06% | 21.97%-10.9pp | 82.04%-71.0pp | 26.06%-15.0pp |
| Employer contribution / active EE | $528 | $1,691-68.8% | $2,679-80.3% | $2,596-79.7% |
| Participant deferral / active EE | $4,564 | $3,280+39.2% | $4,758-4.1% | $4,274+6.8% |
| Admin fee / account holder | $2,005 | $5,069-60.4% | $8,905-77.5% | $7,775-74.2% |