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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 | $43,515 | $47,848-9.1% | $81,478-46.6% | $70,131-38.0% |
| Participation rate | 60.5% | 58.3%+2.2pp | 68.0%-7.5pp | 69.5%-9.1pp |
| Annual return | 12.00% | 27.25%-15.2pp | 38.78%-26.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $255 | $1,527-83.3% | $2,568-90.1% | $2,342-89.1% |
| Participant deferral / active EE | $1,378 | $2,453-43.8% | $3,537-61.0% | $3,332-58.6% |
| Admin fee / account holder | $3,369 | $3,145+7.1% | $4,561-26.1% | $4,645-27.5% |