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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 | $41,731 | $71,215-41.4% | $93,696-55.5% | $80,935-48.4% |
| Participation rate | 63.6% | 60.4%+3.2pp | 68.7%-5.1pp | 67.7%-4.0pp |
| Annual return | 8.98% | 11.27%-2.3pp | 133.74%-124.8pp | 35.66%-26.7pp |
| Employer contribution / active EE | $931 | $1,565-40.5% | $2,422-61.5% | $2,757-66.2% |
| Participant deferral / active EE | $2,744 | $4,037-32.0% | $4,417-37.9% | $4,299-36.2% |
| Admin fee / account holder | $10,194 | $6,958+46.5% | $8,287+23.0% | $6,924+47.2% |