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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 | $10,806 | $81,358-86.7% | $155,556-93.1% | $80,959-86.7% |
| Participation rate | 68.8% | 66.3%+2.5pp | 78.2%-9.5pp | 67.7%+1.1pp |
| Annual return | 8.38% | 33.39%-25.0pp | 64.84%-56.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,900 | $3,106-38.9% | $4,675-59.4% | $2,757-31.1% |
| Participant deferral / active EE | $2,215 | $3,455-35.9% | $5,631-60.7% | $4,300-48.5% |
| Admin fee / account holder | $2,510 | $7,994-68.6% | $15,885-84.2% | $6,925-63.8% |