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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 | $30,327 | $47,944-36.7% | $67,834-55.3% | $62,881-51.8% |
| Participation rate | 63.6% | 61.1%+2.6pp | 68.8%-5.2pp | 69.3%-5.7pp |
| Annual return | 4.27% | 11.77%-7.5pp | 138.47%-134.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $669 | $1,562-57.2% | $2,403-72.2% | $2,281-70.7% |
| Participant deferral / active EE | $1,525 | $2,247-32.1% | $3,160-51.7% | $3,203-52.4% |
| Admin fee / account holder | $2,506 | $3,712-32.5% | $4,622-45.8% | $4,296-41.7% |