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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 | $30,322 | $65,395-53.6% | $182,558-83.4% | $72,976-58.4% |
| Participation rate | 69.2% | 65.4%+3.8pp | 78.0%-8.7pp | 69.5%-0.3pp |
| Annual return | 16.27% | 27.68%-11.4pp | 148.59%-132.3pp | 81.02%-64.7pp |
| Employer contribution / active EE | $514 | $1,911-73.1% | $4,076-87.4% | $2,440-78.9% |
| Participant deferral / active EE | $1,371 | $3,563-61.5% | $5,526-75.2% | $3,608-62.0% |
| Admin fee / account holder | $397 | $4,245-90.6% | $8,594-95.4% | $5,124-92.2% |