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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 | $41,659 | $76,834-45.8% | $108,359-61.6% | $87,485-52.4% |
| Participation rate | 64.3% | 61.7%+2.6pp | 70.1%-5.8pp | 68.9%-4.6pp |
| Annual return | 11.90% | 19.09%-7.2pp | 36.89%-25.0pp | 26.06%-14.2pp |
| Employer contribution / active EE | $536 | $1,556-65.6% | $2,399-77.7% | $2,596-79.4% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,968 | $6,537-39.3% | $9,741-59.3% | $7,775-49.0% |