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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 | $78,690-73.5% | $161,489-87.1% | $87,485-76.1% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 10.28% | 32.74%-22.5pp | 89.72%-79.4pp | 26.06%-15.8pp |
| Employer contribution / active EE | $6,497 | $2,588+151.0% | $4,268+52.2% | $2,596+150.2% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,944 | $6,724+47.9% | $16,006-37.9% | $7,775+27.9% |