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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 | $37,369 | $58,848-36.5% | $88,179-57.6% | $82,637-54.8% |
| Participation rate | 58.6% | 57.9%+0.7pp | 69.1%-10.5pp | 68.1%-9.4pp |
| Annual return | 10.47% | 22.76%-12.3pp | 64.97%-54.5pp | 53.51%-43.0pp |
| Employer contribution / active EE | $731 | $1,678-56.4% | $2,549-71.3% | $2,552-71.3% |
| Participant deferral / active EE | $1,728 | $3,124-44.7% | $4,614-62.6% | $4,126-58.1% |
| Admin fee / account holder | $3,657 | $4,795-23.7% | $7,673-52.3% | $7,339-50.2% |