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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 | $38,622 | $65,395-40.9% | $182,558-78.8% | $72,976-47.1% |
| Participation rate | 66.7% | 65.4%+1.2pp | 78.0%-11.3pp | 69.5%-2.8pp |
| Annual return | 15.22% | 27.68%-12.5pp | 148.59%-133.4pp | 81.02%-65.8pp |
| Employer contribution / active EE | $669 | $1,911-65.0% | $4,076-83.6% | $2,440-72.6% |
| Participant deferral / active EE | $1,647 | $3,563-53.8% | $5,526-70.2% | $3,608-54.3% |
| Admin fee / account holder | $4,076 | $4,245-4.0% | $8,594-52.6% | $5,124-20.5% |