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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 | $17,724 | $81,331-78.2% | $155,534-88.6% | $80,935-78.1% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 10.08% | 33.37%-23.3pp | 64.92%-54.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,092 | $3,105-64.8% | $4,675-76.6% | $2,757-60.4% |
| Participant deferral / active EE | $1,997 | $3,454-42.2% | $5,630-64.5% | $4,299-53.6% |
| Admin fee / account holder | $2,870 | $7,999-64.1% | $15,900-81.9% | $6,924-58.5% |