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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 | $75,807-80.5% | $116,096-87.2% | $86,983-83.0% |
| Participation rate | 62.2% | 66.9%-4.6pp | 73.3%-11.1pp | 69.5%-7.3pp |
| Annual return | 11.78% | 18.57%-6.8pp | 326.25%-314.5pp | 25.83%-14.0pp |
| Employer contribution / active EE | $773 | $1,892-59.1% | $2,503-69.1% | $2,584-70.1% |
| Participant deferral / active EE | $1,915 | $3,212-40.4% | $3,952-51.5% | $4,194-54.3% |
| Admin fee / account holder | $2,141 | $6,659-67.8% | $7,704-72.2% | $7,856-72.7% |