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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 | $19,673 | $77,908-74.7% | $149,696-86.9% | $75,173-73.8% |
| Participation rate | 67.4% | 65.6%+1.8pp | 78.8%-11.4pp | 67.2%+0.2pp |
| Annual return | 11.22% | 31.73%-20.5pp | 134.46%-123.2pp | 160.72%-149.5pp |
| Employer contribution / active EE | $1,786 | $3,138-43.1% | $4,821-62.9% | $2,671-33.1% |
| Participant deferral / active EE | $1,812 | $3,411-46.9% | $5,682-68.1% | $4,126-56.1% |
| Admin fee / account holder | $2,889 | $5,950-51.4% | $13,212-78.1% | $5,651-48.9% |