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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 | $12,550 | $54,757-77.1% | $90,300-86.1% | $72,983-82.8% |
| Participation rate | 68.0% | 65.1%+2.9pp | 73.3%-5.3pp | 69.5%-1.5pp |
| Annual return | 15.83% | 30.63%-14.8pp | 78.11%-62.3pp | 81.01%-65.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $890 | $2,887-69.2% | $3,884-77.1% | $3,608-75.3% |
| Admin fee / account holder | $1,594 | $3,972-59.9% | $5,353-70.2% | $5,124-68.9% |