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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 | $35,696 | $41,824-14.6% | $136,833-73.9% | $69,733-48.8% |
| Participation rate | 61.5% | 29.3%+32.1pp | 59.0%+2.4pp | 62.5%-1.0pp |
| Annual return | 4.14% | 13.53%-9.4pp | 35.32%-31.2pp | 15.22%-11.1pp |
| Employer contribution / active EE | $184 | $494-62.6% | $1,319-86.0% | $2,250-91.8% |
| Participant deferral / active EE | $1,271 | $1,105+15.0% | $2,441-47.9% | $3,054-58.4% |
| Admin fee / account holder | $2,806 | $2,895-3.1% | $4,706-40.4% | $3,102-9.5% |