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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 | $13,659 | $57,590-76.3% | $86,233-84.2% | $82,448-83.4% |
| Participation rate | 60.3% | 57.9%+2.5pp | 69.0%-8.7pp | 68.1%-7.7pp |
| Annual return | 7.80% | 22.41%-14.6pp | 61.39%-53.6pp | 41.64%-33.8pp |
| Employer contribution / active EE | $1,417 | $1,655-14.4% | $2,504-43.4% | $2,551-44.5% |
| Participant deferral / active EE | $3,528 | $3,080+14.5% | $4,559-22.6% | $4,139-14.8% |
| Admin fee / account holder | $1,760 | $4,730-62.8% | $8,342-78.9% | $7,234-75.7% |