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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 | $19,219 | $77,920-75.3% | $149,723-87.2% | $75,177-74.4% |
| Participation rate | 68.4% | 65.6%+2.8pp | 78.8%-10.4pp | 67.2%+1.2pp |
| Annual return | 12.62% | 31.72%-19.1pp | 134.50%-121.9pp | 160.75%-148.1pp |
| Employer contribution / active EE | $677 | $3,138-78.4% | $4,821-86.0% | $2,671-74.7% |
| Participant deferral / active EE | $962 | $3,411-71.8% | $5,682-83.1% | $4,126-76.7% |
| Admin fee / account holder | $1,421 | $5,951-76.1% | $13,215-89.2% | $5,651-74.9% |