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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 | $75,541-88.1% | $152,093-94.1% | $82,637-89.1% |
| Participation rate | 68.2% | 66.5%+1.6pp | 77.8%-9.6pp | 68.1%+0.1pp |
| Annual return | 6.22% | 32.56%-26.3pp | 66.36%-60.1pp | 53.51%-47.3pp |
| Employer contribution / active EE | $374 | $2,622-85.7% | $4,175-91.0% | $2,552-85.3% |
| Participant deferral / active EE | $1,059 | $3,206-67.0% | $5,451-80.6% | $4,126-74.3% |
| Admin fee / account holder | $764 | $6,405-88.1% | $14,497-94.7% | $7,339-89.6% |