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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 | $40,254 | $73,787-45.4% | $98,716-59.2% | $82,448-51.2% |
| Participation rate | 64.0% | 61.4%+2.6pp | 69.3%-5.3pp | 68.1%-4.1pp |
| Annual return | 9.40% | 18.57%-9.2pp | 31.81%-22.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $334 | $1,511-77.9% | $2,279-85.4% | $2,551-86.9% |
| Participant deferral / active EE | $1,772 | $3,081-42.5% | $4,048-56.2% | $4,139-57.2% |
| Admin fee / account holder | $25,209 | $6,500+287.8% | $8,703+189.7% | $7,234+248.5% |