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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 | $37,450 | $65,041-42.4% | $90,965-58.8% | $79,858-53.1% |
| Participation rate | 68.4% | 61.6%+6.8pp | 69.0%-0.6pp | 69.6%-1.2pp |
| Annual return | 2.72% | 30.45%-27.7pp | 134.57%-131.8pp | 31.72%-29.0pp |
| Employer contribution / active EE | $958 | $1,247-23.2% | $2,122-54.9% | $2,471-61.2% |
| Participant deferral / active EE | $2,559 | $2,512+1.9% | $3,373-24.1% | $3,740-31.6% |
| Admin fee / account holder | $2,023 | $4,536-55.4% | $5,960-66.1% | $5,306-61.9% |