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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 | $14,201 | $78,690-82.0% | $161,489-91.2% | $87,485-83.8% |
| Participation rate | 62.9% | 67.5%-4.6pp | 78.7%-15.8pp | 68.9%-6.1pp |
| Annual return | 11.82% | 32.74%-20.9pp | 89.72%-77.9pp | 26.06%-14.2pp |
| Employer contribution / active EE | $503 | $2,588-80.6% | $4,268-88.2% | $2,596-80.6% |
| Participant deferral / active EE | $1,277 | $3,311-61.4% | $5,630-77.3% | $4,274-70.1% |
| Admin fee / account holder | $2,948 | $6,724-56.1% | $16,006-81.6% | $7,775-62.1% |