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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 | $26,737 | $47,848-44.1% | $81,473-67.2% | $70,126-61.9% |
| Participation rate | 66.7% | 58.3%+8.4pp | 68.0%-1.3pp | 69.5%-2.9pp |
| Annual return | 10.33% | 27.25%-16.9pp | 38.78%-28.5pp | 73.15%-62.8pp |
| Employer contribution / active EE | $861 | $1,527-43.6% | $2,568-66.5% | $2,343-63.3% |
| Participant deferral / active EE | $1,896 | $2,453-22.7% | $3,537-46.4% | $3,332-43.1% |
| Admin fee / account holder | $1,475 | $3,145-53.1% | $4,561-67.7% | $4,645-68.3% |