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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 | $45,440 | $63,156-28.1% | $122,354-62.9% | $62,293-27.1% |
| Participation rate | 61.4% | 60.0%+1.4pp | 71.6%-10.3pp | 69.5%-8.1pp |
| Annual return | 14.00% | 20.61%-6.6pp | 30.28%-16.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $632 | $1,385-54.3% | $4,051-84.4% | $2,042-69.0% |
| Participant deferral / active EE | $1,872 | $2,321-19.4% | $3,287-43.1% | $3,169-40.9% |
| Admin fee / account holder | $1,051 | $440+139.0% | $5,479-80.8% | $479+119.3% |