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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 | $36,330 | $48,364-24.9% | $71,796-49.4% | $62,881-42.2% |
| Participation rate | 62.1% | 60.6%+1.4pp | 69.1%-7.0pp | 69.3%-7.2pp |
| Annual return | 3.19% | 13.16%-10.0pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $925 | $1,042-11.2% | $1,924-51.9% | $2,281-59.4% |
| Participant deferral / active EE | $986 | $2,091-52.9% | $2,794-64.7% | $3,203-69.2% |
| Admin fee / account holder | $1,080 | $3,771-71.4% | $4,815-77.6% | $4,296-74.9% |