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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 | $3,952 | $51,638-92.3% | $68,368-94.2% | $82,448-95.2% |
| Participation rate | 69.0% | 63.6%+5.4pp | 73.8%-4.7pp | 68.1%+0.9pp |
| Annual return | 11.19% | 37.53%-26.3pp | 292.57%-281.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $514 | $2,047-74.9% | $2,649-80.6% | $2,551-79.9% |
| Participant deferral / active EE | $984 | $2,914-66.2% | $4,123-76.1% | $4,139-76.2% |
| Admin fee / account holder | $912 | $4,643-80.3% | $5,150-82.3% | $7,234-87.4% |