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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 | $61,125-72.8% | $94,057-82.3% | $87,485-81.0% |
| Participation rate | 68.3% | 64.1%+4.2pp | 73.3%-5.1pp | 68.9%-0.6pp |
| Annual return | 9.68% | 35.20%-25.5pp | 480.62%-470.9pp | 26.06%-16.4pp |
| Employer contribution / active EE | $884 | $2,136-58.6% | $2,933-69.9% | $2,596-65.9% |
| Participant deferral / active EE | $1,050 | $3,260-67.8% | $4,709-77.7% | $4,274-75.4% |
| Admin fee / account holder | $4,251 | $5,629-24.5% | $7,244-41.3% | $7,775-45.3% |