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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 | $11,017 | $51,207-78.5% | $70,565-84.4% | $75,177-85.3% |
| Participation rate | 65.4% | 61.0%+4.4pp | 68.4%-3.0pp | 67.2%-1.8pp |
| Annual return | 9.22% | 30.05%-20.8pp | 32.79%-23.6pp | 160.75%-151.5pp |
| Employer contribution / active EE | $1,042 | $1,826-42.9% | $2,976-65.0% | $2,671-61.0% |
| Participant deferral / active EE | $2,195 | $2,850-23.0% | $4,568-52.0% | $4,126-46.8% |
| Admin fee / account holder | $5,498 | $4,097+34.2% | $6,430-14.5% | $5,651-2.7% |