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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 | $83,898-52.0% | $133,346-69.8% | $94,015-57.2% |
| Participation rate | 64.0% | 63.4%+0.6pp | 72.8%-8.8pp | 70.8%-6.8pp |
| Annual return | 9.40% | 16.00%-6.6pp | 36.85%-27.4pp | 17.84%-8.4pp |
| Employer contribution / active EE | $334 | $1,821-81.7% | $2,853-88.3% | $2,790-88.0% |
| Participant deferral / active EE | $1,772 | $3,245-45.4% | $4,332-59.1% | $4,249-58.3% |
| Admin fee / account holder | $25,209 | $7,809+222.8% | $14,264+76.7% | $8,951+181.6% |