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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 | $39,282 | $32,037+22.6% | $69,182-43.2% | $62,881-37.5% |
| Participation rate | 60.8% | 43.4%+17.4pp | 55.1%+5.7pp | 69.3%-8.5pp |
| Annual return | -3.35% | 15.16%-18.5pp | -21.93%+18.6pp | 20.14%-23.5pp |
| Employer contribution / active EE | $996 | $679+46.6% | $1,206-17.4% | $2,281-56.3% |
| Participant deferral / active EE | $1,997 | $1,185+68.5% | $1,897+5.3% | $3,203-37.7% |
| Admin fee / account holder | $1,360 | $2,608-47.9% | $2,697-49.6% | $4,296-68.3% |