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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 | $27,055 | $62,672-56.8% | $185,117-85.4% | $70,126-61.4% |
| Participation rate | 64.5% | 63.8%+0.7pp | 77.3%-12.7pp | 69.5%-5.0pp |
| Annual return | 5.87% | 40.79%-34.9pp | 40.50%-34.6pp | 73.15%-67.3pp |
| Employer contribution / active EE | $489 | $1,753-72.1% | $4,182-88.3% | $2,343-79.1% |
| Participant deferral / active EE | $1,400 | $3,272-57.2% | $5,045-72.3% | $3,332-58.0% |
| Admin fee / account holder | $2,924 | $3,932-25.6% | $8,159-64.2% | $4,645-37.1% |