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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 | $43,613 | $75,541-42.3% | $152,093-71.3% | $82,637-47.2% |
| Participation rate | 68.0% | 66.5%+1.5pp | 77.8%-9.8pp | 68.1%-0.1pp |
| Annual return | 10.50% | 32.56%-22.1pp | 66.36%-55.9pp | 53.51%-43.0pp |
| Employer contribution / active EE | $748 | $2,622-71.5% | $4,175-82.1% | $2,552-70.7% |
| Participant deferral / active EE | $4,007 | $3,206+25.0% | $5,451-26.5% | $4,126-2.9% |
| Admin fee / account holder | $13,731 | $6,405+114.4% | $14,497-5.3% | $7,339+87.1% |