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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 | $16,642 | $43,075-61.4% | $74,577-77.7% | $62,881-73.5% |
| Participation rate | 66.7% | 58.1%+8.6pp | 68.1%-1.4pp | 69.3%-2.6pp |
| Annual return | 1.98% | 17.50%-15.5pp | 20.47%-18.5pp | 20.14%-18.2pp |
| Employer contribution / active EE | $1,350 | $1,498-9.9% | $2,525-46.5% | $2,281-40.8% |
| Participant deferral / active EE | $2,497 | $2,389+4.5% | $3,458-27.8% | $3,203-22.0% |
| Admin fee / account holder | $746 | $2,840-73.7% | $4,138-82.0% | $4,296-82.6% |