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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 | $16,636 | $51,638-67.8% | $68,368-75.7% | $82,448-79.8% |
| Participation rate | 68.3% | 63.6%+4.7pp | 73.8%-5.5pp | 68.1%+0.2pp |
| Annual return | 9.68% | 37.53%-27.9pp | 292.57%-282.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $884 | $2,047-56.8% | $2,649-66.6% | $2,551-65.3% |
| Participant deferral / active EE | $1,050 | $2,914-64.0% | $4,123-74.5% | $4,139-74.6% |
| Admin fee / account holder | $4,251 | $4,643-8.5% | $5,150-17.5% | $7,234-41.2% |