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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 | $27,172 | $46,877-42.0% | $122,354-77.8% | $70,126-61.3% |
| Participation rate | 60.0% | 58.2%+1.8pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 11.96% | 24.22%-12.3pp | 30.28%-18.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $491 | $1,288-61.9% | $4,051-87.9% | $2,343-79.1% |
| Participant deferral / active EE | $891 | $2,167-58.9% | $3,287-72.9% | $3,332-73.3% |
| Admin fee / account holder | $994 | $3,324-70.1% | $5,479-81.9% | $4,645-78.6% |