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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 | $20,631 | $54,763-62.3% | $90,324-77.2% | $72,976-71.7% |
| Participation rate | 65.2% | 65.2%+0.1pp | 73.3%-8.1pp | 69.5%-4.3pp |
| Annual return | 5.26% | 30.63%-25.4pp | 78.15%-72.9pp | 81.02%-75.8pp |
| Employer contribution / active EE | $547 | $2,093-73.9% | $2,856-80.8% | $2,440-77.6% |
| Participant deferral / active EE | $1,271 | $2,887-56.0% | $3,885-67.3% | $3,608-64.8% |
| Admin fee / account holder | $1,002 | $3,973-74.8% | $5,356-81.3% | $5,124-80.4% |