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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 | $41,557 | $49,024-15.2% | $112,860-63.2% | $87,485-52.5% |
| Participation rate | 64.0% | 62.2%+1.8pp | 66.3%-2.3pp | 68.9%-4.9pp |
| Annual return | 12.64% | 43.86%-31.2pp | 35.26%-22.6pp | 26.06%-13.4pp |
| Employer contribution / active EE | $497 | $1,290-61.5% | $2,206-77.5% | $2,596-80.9% |
| Participant deferral / active EE | $2,684 | $2,209+21.5% | $3,493-23.2% | $4,274-37.2% |
| Admin fee / account holder | $1,235 | $6,266-80.3% | $6,841-82.0% | $7,775-84.1% |