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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 | $16,259 | $61,338-73.5% | $149,717-89.1% | $71,495-77.3% |
| Participation rate | 64.2% | 62.5%+1.7pp | 78.8%-14.6pp | 67.9%-3.7pp |
| Annual return | 12.35% | 35.86%-23.5pp | 134.41%-122.1pp | 28.85%-16.5pp |
| Employer contribution / active EE | $972 | $2,381-59.2% | $4,820-79.8% | $2,589-62.5% |
| Participant deferral / active EE | $1,411 | $2,919-51.7% | $5,682-75.2% | $4,291-67.1% |
| Admin fee / account holder | $1,733 | $1,263+37.2% | $13,213-86.9% | $1,588+9.1% |