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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 | $25,304 | $52,580-51.9% | $71,671-64.7% | $70,126-63.9% |
| Participation rate | 67.4% | 60.9%+6.6pp | 68.7%-1.3pp | 69.5%-2.1pp |
| Annual return | 10.96% | 20.25%-9.3pp | 20.65%-9.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $386 | $1,616-76.1% | $2,460-84.3% | $2,343-83.5% |
| Participant deferral / active EE | $1,786 | $2,386-25.2% | $3,438-48.1% | $3,332-46.4% |
| Admin fee / account holder | $800 | $3,653-78.1% | $5,558-85.6% | $4,645-82.8% |