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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 | $14,815 | $63,703-76.7% | $93,063-84.1% | $82,448-82.0% |
| Participation rate | 62.2% | 63.8%-1.6pp | 72.1%-9.9pp | 68.1%-5.8pp |
| Annual return | 11.78% | -775.43%+787.2pp | 34.15%-22.4pp | 41.64%-29.9pp |
| Employer contribution / active EE | $773 | $1,729-55.3% | $2,476-68.8% | $2,551-69.7% |
| Participant deferral / active EE | $1,915 | $2,919-34.4% | $3,958-51.6% | $4,139-53.7% |
| Admin fee / account holder | $2,141 | $5,982-64.2% | $6,033-64.5% | $7,234-70.4% |