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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 | $20,784 | $47,553-56.3% | $136,867-84.8% | $69,733-70.2% |
| Participation rate | 67.0% | 61.4%+5.6pp | 74.5%-7.6pp | 62.5%+4.5pp |
| Annual return | 8.20% | -91.50%+99.7pp | 42.97%-34.8pp | 15.22%-7.0pp |
| Employer contribution / active EE | $985 | $2,087-52.8% | $3,547-72.2% | $2,250-56.2% |
| Participant deferral / active EE | $1,068 | $2,300-53.6% | $4,924-78.3% | $3,054-65.0% |
| Admin fee / account holder | $2,673 | $3,496-23.5% | $10,340-74.1% | $3,102-13.8% |