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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 | $39,395 | $58,512-32.7% | $84,020-53.1% | $72,983-46.0% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 15.63% | 28.93%-13.3pp | 71.31%-55.7pp | 81.01%-65.4pp |
| Employer contribution / active EE | $729 | $1,163-37.3% | $1,984-63.2% | $2,440-70.1% |
| Participant deferral / active EE | $2,529 | $2,394+5.6% | $3,239-21.9% | $3,608-29.9% |
| Admin fee / account holder | $23,214 | $4,569+408.1% | $6,101+280.5% | $5,124+353.0% |