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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 | $38,012 | $58,512-35.0% | $84,020-54.8% | $72,983-47.9% |
| Participation rate | 65.8% | 61.2%+4.6pp | 69.0%-3.2pp | 69.5%-3.7pp |
| Annual return | 16.38% | 28.93%-12.6pp | 71.31%-54.9pp | 81.01%-64.6pp |
| Employer contribution / active EE | $494 | $1,163-57.5% | $1,984-75.1% | $2,440-79.8% |
| Participant deferral / active EE | $2,146 | $2,394-10.3% | $3,239-33.7% | $3,608-40.5% |
| Admin fee / account holder | $328 | $4,569-92.8% | $6,101-94.6% | $5,124-93.6% |