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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 | $60,442-77.4% | $96,754-85.9% | $87,485-84.4% |
| Participation rate | 60.3% | 58.7%+1.6pp | 70.3%-9.9pp | 68.9%-8.6pp |
| Annual return | 7.80% | 21.97%-14.2pp | 82.04%-74.2pp | 26.06%-18.3pp |
| Employer contribution / active EE | $1,417 | $1,691-16.2% | $2,679-47.1% | $2,596-45.4% |
| Participant deferral / active EE | $3,528 | $3,280+7.6% | $4,758-25.9% | $4,274-17.4% |
| Admin fee / account holder | $1,760 | $5,069-65.3% | $8,905-80.2% | $7,775-77.4% |