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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 | $11,134 | $48,053-76.8% | $84,628-86.8% | $72,975-84.7% |
| Participation rate | 65.7% | 57.6%+8.1pp | 68.2%-2.5pp | 69.5%-3.8pp |
| Annual return | 17.58% | 37.39%-19.8pp | 258.80%-241.2pp | 81.01%-63.4pp |
| Employer contribution / active EE | $829 | $1,602-48.2% | $2,653-68.7% | $2,440-66.0% |
| Participant deferral / active EE | $1,021 | $2,681-61.9% | $3,900-73.8% | $3,608-71.7% |
| Admin fee / account holder | $358 | $3,395-89.5% | $4,914-92.7% | $5,124-93.0% |