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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 | $8,973 | $76,407-88.3% | $150,298-94.0% | $82,448-89.1% |
| Participation rate | 68.2% | 66.4%+1.8pp | 77.8%-9.6pp | 68.1%+0.1pp |
| Annual return | 6.22% | 39.99%-33.8pp | 62.79%-56.6pp | 41.64%-35.4pp |
| Employer contribution / active EE | $374 | $2,614-85.7% | $4,154-91.0% | $2,551-85.3% |
| Participant deferral / active EE | $1,059 | $3,214-67.1% | $5,453-80.6% | $4,139-74.4% |
| Admin fee / account holder | $764 | $6,352-88.0% | $14,116-94.6% | $7,234-89.4% |