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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 | $20,087 | $22,602-11.1% | $65,583-69.4% | $75,177-73.3% |
| Participation rate | 64.7% | 63.1%+1.6pp | 65.0%-0.3pp | 67.2%-2.5pp |
| Annual return | 15.48% | 71.13%-55.7pp | 47.46%-32.0pp | 160.75%-145.3pp |
| Employer contribution / active EE | $389 | $941-58.7% | $1,692-77.0% | $2,671-85.4% |
| Participant deferral / active EE | $1,905 | $1,695+12.4% | $2,833-32.7% | $4,126-53.8% |
| Admin fee / account holder | $2,682 | $1,877+42.9% | $4,112-34.8% | $5,651-52.5% |