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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 | $35,856 | $63,456-43.5% | $100,712-64.4% | $64,097-44.1% |
| Participation rate | 62.7% | 49.7%+13.1pp | 69.3%-6.5pp | 55.2%+7.6pp |
| Annual return | -1.07% | 19.65%-20.7pp | 33.27%-34.3pp | 34.64%-35.7pp |
| Employer contribution / active EE | $475 | $1,003-52.6% | $2,313-79.4% | $1,891-74.9% |
| Participant deferral / active EE | $1,304 | $2,463-47.1% | $4,085-68.1% | $3,080-57.7% |
| Admin fee / account holder | $4,080 | $4,808-15.1% | $9,256-55.9% | $3,454+18.1% |