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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 | $25,473 | $78,690-67.6% | $161,489-84.2% | $87,485-70.9% |
| Participation rate | 68.8% | 67.5%+1.3pp | 78.7%-9.9pp | 68.9%-0.2pp |
| Annual return | 9.78% | 32.74%-23.0pp | 89.72%-79.9pp | 26.06%-16.3pp |
| Employer contribution / active EE | $1,500 | $2,588-42.0% | $4,268-64.9% | $2,596-42.2% |
| Participant deferral / active EE | $3,006 | $3,311-9.2% | $5,630-46.6% | $4,274-29.7% |
| Admin fee / account holder | $761 | $6,724-88.7% | $16,006-95.2% | $7,775-90.2% |