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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 | $76,407-42.9% | $150,298-71.0% | $82,448-47.1% |
| Participation rate | 68.0% | 66.4%+1.6pp | 77.8%-9.8pp | 68.1%-0.1pp |
| Annual return | 10.50% | 39.99%-29.5pp | 62.79%-52.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $748 | $2,614-71.4% | $4,154-82.0% | $2,551-70.7% |
| Participant deferral / active EE | $4,007 | $3,214+24.7% | $5,453-26.5% | $4,139-3.2% |
| Admin fee / account holder | $13,731 | $6,352+116.2% | $14,116-2.7% | $7,234+89.8% |