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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 | $26,250 | $49,255-46.7% | $70,494-62.8% | $79,856-67.1% |
| Participation rate | 60.9% | 69.2%-8.2pp | 75.1%-14.1pp | 69.6%-8.7pp |
| Annual return | 4.76% | 30.10%-25.3pp | 109.16%-104.4pp | 31.71%-26.9pp |
| Employer contribution / active EE | $484 | $2,100-77.0% | $2,738-82.3% | $2,471-80.4% |
| Participant deferral / active EE | $1,527 | $2,768-44.8% | $3,711-58.8% | $3,741-59.2% |
| Admin fee / account holder | $1,741 | $2,879-39.5% | $3,848-54.7% | $5,306-67.2% |