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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 | $18,000 | $54,757-67.1% | $90,300-80.1% | $72,983-75.3% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 0.11% | 30.63%-30.5pp | 78.11%-78.0pp | 81.01%-80.9pp |
| Employer contribution / active EE | $976 | $2,092-53.4% | $2,854-65.8% | $2,440-60.0% |
| Participant deferral / active EE | $1,068 | $2,887-63.0% | $3,884-72.5% | $3,608-70.4% |
| Admin fee / account holder | $2,512 | $3,972-36.8% | $5,353-53.1% | $5,124-51.0% |