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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 | $48,902 | $74,535-34.4% | $100,712-51.4% | $82,637-40.8% |
| Participation rate | 62.8% | 61.2%+1.6pp | 69.3%-6.5pp | 68.1%-5.2pp |
| Annual return | 10.30% | 18.92%-8.6pp | 33.27%-23.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $383 | $1,503-74.5% | $2,313-83.4% | $2,552-85.0% |
| Participant deferral / active EE | $3,152 | $3,074+2.5% | $4,085-22.9% | $4,126-23.6% |
| Admin fee / account holder | $17,479 | $6,576+165.8% | $9,256+88.8% | $7,339+138.2% |