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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 | $21,330 | $51,638-58.7% | $68,368-68.8% | $82,448-74.1% |
| Participation rate | 67.6% | 63.6%+4.0pp | 73.8%-6.2pp | 68.1%-0.5pp |
| Annual return | 12.18% | 37.53%-25.4pp | 292.57%-280.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $496 | $2,047-75.7% | $2,649-81.3% | $2,551-80.5% |
| Participant deferral / active EE | $2,855 | $2,914-2.0% | $4,123-30.8% | $4,139-31.0% |
| Admin fee / account holder | $4,225 | $4,643-9.0% | $5,150-18.0% | $7,234-41.6% |