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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 | $47,216 | $75,058-37.1% | $152,301-69.0% | $64,340-26.6% |
| Participation rate | 62.1% | 60.9%+1.2pp | 82.4%-20.3pp | 55.2%+6.9pp |
| Annual return | 13.20% | 29.93%-16.7pp | 80.50%-67.3pp | 24.14%-10.9pp |
| Employer contribution / active EE | $319 | $2,605-87.7% | $4,624-93.1% | $1,862-82.9% |
| Participant deferral / active EE | $3,115 | $5,041-38.2% | $8,004-61.1% | $2,980+4.5% |
| Admin fee / account holder | $1,026 | $4,050-74.7% | $14,398-92.9% | $3,703-72.3% |