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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 | $20,548 | $46,534-55.8% | $64,097-67.9% | $75,177-72.7% |
| Participation rate | 56.5% | 65.9%-9.4pp | 72.3%-15.8pp | 67.2%-10.7pp |
| Annual return | 10.78% | 26.07%-15.3pp | 33.75%-23.0pp | 160.75%-150.0pp |
| Employer contribution / active EE | $464 | $1,976-76.5% | $2,750-83.1% | $2,671-82.6% |
| Participant deferral / active EE | $972 | $2,835-65.7% | $3,881-75.0% | $4,126-76.4% |
| Admin fee / account holder | $2,166 | $2,957-26.7% | $3,070-29.4% | $5,651-61.7% |