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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 | $10,548 | $57,073-81.5% | $85,126-87.6% | $80,925-87.0% |
| Participation rate | 62.4% | 56.4%+6.0pp | 67.5%-5.2pp | 67.7%-5.3pp |
| Annual return | 7.55% | 21.69%-14.1pp | 66.63%-59.1pp | 35.65%-28.1pp |
| Employer contribution / active EE | $3,688 | $1,801+104.8% | $2,731+35.0% | $2,756+33.8% |
| Participant deferral / active EE | $1,075 | $3,113-65.5% | $4,523-76.2% | $4,299-75.0% |
| Admin fee / account holder | $1,309 | $4,988-73.8% | $6,160-78.7% | $6,940-81.1% |