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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 | $18,674 | $45,079-58.6% | $69,461-73.1% | $72,983-74.4% |
| Participation rate | 69.6% | 68.5%+1.1pp | 74.6%-5.0pp | 69.5%+0.2pp |
| Annual return | 4.80% | 22.65%-17.9pp | 28.97%-24.2pp | 81.01%-76.2pp |
| Employer contribution / active EE | $1,093 | $2,055-46.8% | $2,779-60.7% | $2,440-55.2% |
| Participant deferral / active EE | $2,599 | $2,603-0.1% | $3,536-26.5% | $3,608-28.0% |
| Admin fee / account holder | $3,717 | $3,056+21.6% | $3,840-3.2% | $5,124-27.5% |