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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 | $41,170 | $62,672-34.3% | $185,117-77.8% | $70,124-41.3% |
| Participation rate | 68.1% | 63.8%+4.3pp | 77.3%-9.2pp | 69.5%-1.5pp |
| Annual return | 12.51% | 40.79%-28.3pp | 40.50%-28.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $890 | $1,753-49.2% | $4,182-78.7% | $2,342-62.0% |
| Participant deferral / active EE | $1,548 | $3,272-52.7% | $5,045-69.3% | $3,332-53.5% |
| Admin fee / account holder | $2,263 | $3,932-42.4% | $8,159-72.3% | $4,645-51.3% |