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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 | $20,061 | $78,690-74.5% | $161,489-87.6% | $87,485-77.1% |
| Participation rate | 68.6% | 67.5%+1.1pp | 78.7%-10.1pp | 68.9%-0.4pp |
| Annual return | 12.47% | 32.74%-20.3pp | 89.72%-77.2pp | 26.06%-13.6pp |
| Employer contribution / active EE | $2,231 | $2,588-13.8% | $4,268-47.7% | $2,596-14.1% |
| Participant deferral / active EE | $2,778 | $3,311-16.1% | $5,630-50.7% | $4,274-35.0% |
| Admin fee / account holder | $13,099 | $6,724+94.8% | $16,006-18.2% | $7,775+68.5% |