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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 | $15,175 | $78,690-80.7% | $161,489-90.6% | $87,485-82.7% |
| Participation rate | 63.2% | 67.5%-4.3pp | 78.7%-15.5pp | 68.9%-5.8pp |
| Annual return | 8.98% | 32.74%-23.8pp | 89.72%-80.7pp | 26.06%-17.1pp |
| Employer contribution / active EE | $521 | $2,588-79.9% | $4,268-87.8% | $2,596-79.9% |
| Participant deferral / active EE | $998 | $3,311-69.9% | $5,630-82.3% | $4,274-76.7% |
| Admin fee / account holder | $1,811 | $6,724-73.1% | $16,006-88.7% | $7,775-76.7% |