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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 | $13,667 | $78,690-82.6% | $161,489-91.5% | $87,485-84.4% |
| Participation rate | 65.4% | 67.5%-2.1pp | 78.7%-13.3pp | 68.9%-3.5pp |
| Annual return | 10.67% | 32.74%-22.1pp | 89.72%-79.0pp | 26.06%-15.4pp |
| Employer contribution / active EE | $758 | $2,588-70.7% | $4,268-82.2% | $2,596-70.8% |
| Participant deferral / active EE | $1,510 | $3,311-54.4% | $5,630-73.2% | $4,274-64.7% |
| Admin fee / account holder | $2,936 | $6,724-56.3% | $16,006-81.7% | $7,775-62.2% |