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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 | $22,338 | $62,672-64.4% | $185,117-87.9% | $70,124-68.1% |
| Participation rate | 63.2% | 63.8%-0.6pp | 77.3%-14.1pp | 69.5%-6.4pp |
| Annual return | 10.95% | 40.79%-29.8pp | 40.50%-29.5pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,784 | $1,753+1.7% | $4,182-57.3% | $2,342-23.9% |
| Participant deferral / active EE | $2,248 | $3,272-31.3% | $5,045-55.5% | $3,332-32.5% |
| Admin fee / account holder | $1,078 | $3,932-72.6% | $8,159-86.8% | $4,645-76.8% |