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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 | $19,582 | $71,230-72.5% | $93,727-79.1% | $80,959-75.8% |
| Participation rate | 63.1% | 60.4%+2.7pp | 68.7%-5.6pp | 67.7%-4.6pp |
| Annual return | 7.61% | 11.26%-3.6pp | 133.83%-126.2pp | 35.67%-28.1pp |
| Employer contribution / active EE | $966 | $1,565-38.3% | $2,421-60.1% | $2,757-64.9% |
| Participant deferral / active EE | $4,959 | $4,037+22.8% | $4,417+12.3% | $4,300+15.3% |
| Admin fee / account holder | $522 | $6,961-92.5% | $8,292-93.7% | $6,925-92.5% |