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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 | $20,889 | $75,541-72.3% | $152,093-86.3% | $82,637-74.7% |
| Participation rate | 66.7% | 66.5%+0.1pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 10.28% | 32.56%-22.3pp | 66.36%-56.1pp | 53.51%-43.2pp |
| Employer contribution / active EE | $6,497 | $2,622+147.8% | $4,175+55.6% | $2,552+154.6% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,944 | $6,405+55.3% | $14,497-31.4% | $7,339+35.5% |