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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 | $32,974 | $68,878-52.1% | $120,574-72.7% | $80,935-59.3% |
| Participation rate | 65.5% | 61.7%+3.8pp | 71.9%-6.4pp | 67.7%-2.1pp |
| Annual return | 8.63% | 23.67%-15.0pp | 107.42%-98.8pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,103 | $2,065-46.6% | $3,471-68.2% | $2,757-60.0% |
| Participant deferral / active EE | $2,739 | $3,189-14.1% | $4,996-45.2% | $4,299-36.3% |
| Admin fee / account holder | $6,418 | $5,782+11.0% | $9,445-32.0% | $6,924-7.3% |