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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 | $66,789 | $29,359+127.5% | $56,054+19.2% | - |
| Participation rate | 15.2% | 38.0%-22.9pp | 52.5%-37.3pp | - |
| Annual return | 6.54% | 15.65%-9.1pp | 1705.95%-1699.4pp | - |
| Employer contribution / active EE | $487 | $424+14.8% | $1,039-53.1% | - |
| Participant deferral / active EE | $1,028 | $855+20.2% | $1,952-47.3% | - |
| Admin fee / account holder | $7,011 | $1,790+291.6% | $2,822+148.4% | - |