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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 | $69,467 | $37,446+85.5% | $77,552-10.4% | $79,856-13.0% |
| Participation rate | 46.9% | 41.5%+5.3pp | 54.2%-7.3pp | 69.6%-22.8pp |
| Annual return | 4.03% | 39.76%-35.7pp | 54.82%-50.8pp | 31.71%-27.7pp |
| Employer contribution / active EE | $543 | $637-14.8% | $987-45.0% | $2,471-78.0% |
| Participant deferral / active EE | $823 | $1,261-34.7% | $1,861-55.8% | $3,741-78.0% |
| Admin fee / account holder | $4,276 | $2,506+70.6% | $2,859+49.6% | $5,306-19.4% |