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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 | $19,326 | $77,908-75.2% | $149,696-87.1% | $75,173-74.3% |
| Participation rate | 67.2% | 65.6%+1.6pp | 78.8%-11.6pp | 67.2%0pp |
| Annual return | 11.64% | 31.73%-20.1pp | 134.46%-122.8pp | 160.72%-149.1pp |
| Employer contribution / active EE | $789 | $3,138-74.9% | $4,821-83.6% | $2,671-70.5% |
| Participant deferral / active EE | $1,559 | $3,411-54.3% | $5,682-72.6% | $4,126-62.2% |
| Admin fee / account holder | $4,414 | $5,950-25.8% | $13,212-66.6% | $5,651-21.9% |