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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 | $20,071 | $52,279-61.6% | $89,435-77.6% | $79,856-74.9% |
| Participation rate | 62.2% | 57.5%+4.6pp | 68.0%-5.8pp | 69.6%-7.5pp |
| Annual return | 3.54% | 22.16%-18.6pp | 245.55%-242.0pp | 31.71%-28.2pp |
| Employer contribution / active EE | $704 | $1,572-55.2% | $2,587-72.8% | $2,471-71.5% |
| Participant deferral / active EE | $3,177 | $2,740+15.9% | $3,890-18.3% | $3,741-15.1% |
| Admin fee / account holder | $6,052 | $3,356+80.3% | $4,884+23.9% | $5,306+14.1% |