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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 | $34,725 | $53,774-35.4% | $134,162-74.1% | $79,856-56.5% |
| Participation rate | 59.4% | 58.8%+0.6pp | 72.2%-12.8pp | 69.6%-10.3pp |
| Annual return | 8.77% | 19.01%-10.2pp | 36.35%-27.6pp | 31.71%-22.9pp |
| Employer contribution / active EE | $485 | $1,322-63.3% | $3,705-86.9% | $2,471-80.4% |
| Participant deferral / active EE | $1,788 | $2,420-26.1% | $3,500-48.9% | $3,741-52.2% |
| Admin fee / account holder | $11,039 | $3,985+177.0% | $6,685+65.1% | $5,306+108.0% |