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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 | $17,116 | $57,140-70.0% | $85,240-79.9% | $80,959-78.9% |
| Participation rate | 61.3% | 56.4%+4.9pp | 67.5%-6.2pp | 67.7%-6.4pp |
| Annual return | 10.08% | 21.71%-11.6pp | 66.75%-56.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,556 | $3,115-50.0% | $4,527-65.6% | $4,300-63.8% |
| Admin fee / account holder | $6,777 | $4,992+35.8% | $6,165+9.9% | $6,925-2.1% |