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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 | $22,957 | $51,207-55.2% | $70,565-67.5% | $75,177-69.5% |
| Participation rate | 62.5% | 61.0%+1.5pp | 68.4%-5.9pp | 67.2%-4.7pp |
| Annual return | 13.29% | 30.05%-16.8pp | 32.79%-19.5pp | 160.75%-147.5pp |
| Employer contribution / active EE | $792 | $1,826-56.6% | $2,976-73.4% | $2,671-70.3% |
| Participant deferral / active EE | $1,159 | $2,850-59.3% | $4,568-74.6% | $4,126-71.9% |
| Admin fee / account holder | $2,500 | $4,097-39.0% | $6,430-61.1% | $5,651-55.8% |