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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 | $23,258 | $61,125-61.9% | $94,057-75.3% | $87,485-73.4% |
| Participation rate | 64.4% | 64.1%+0.3pp | 73.3%-8.9pp | 68.9%-4.5pp |
| Annual return | 11.60% | 35.20%-23.6pp | 480.62%-469.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $905 | $2,136-57.7% | $2,933-69.2% | $2,596-65.2% |
| Participant deferral / active EE | $2,785 | $3,260-14.6% | $4,709-40.9% | $4,274-34.8% |
| Admin fee / account holder | $6,557 | $5,629+16.5% | $7,244-9.5% | $7,775-15.7% |