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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 | $29,609 | $54,763-45.9% | $90,324-67.2% | $72,976-59.4% |
| Participation rate | 68.3% | 65.2%+3.2pp | 73.3%-4.9pp | 69.5%-1.2pp |
| Annual return | 16.00% | 30.63%-14.6pp | 78.15%-62.1pp | 81.02%-65.0pp |
| Employer contribution / active EE | $479 | $2,093-77.1% | $2,856-83.2% | $2,440-80.4% |
| Participant deferral / active EE | $4,064 | $2,887+40.8% | $3,885+4.6% | $3,608+12.7% |
| Admin fee / account holder | $9,333 | $3,973+134.9% | $5,356+74.3% | $5,124+82.1% |