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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 | $14,996 | $84,236-82.2% | $170,435-91.2% | $70,126-78.6% |
| Participation rate | 69.2% | 70.8%-1.6pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 4.75% | 23.06%-18.3pp | 205.94%-201.2pp | 73.15%-68.4pp |
| Employer contribution / active EE | $815 | $3,387-76.0% | $5,432-85.0% | $2,343-65.2% |
| Participant deferral / active EE | $1,142 | $3,086-63.0% | $4,939-76.9% | $3,332-65.7% |
| Admin fee / account holder | $9,187 | $5,698+61.2% | $13,881-33.8% | $4,645+97.8% |