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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 | $19,916 | $48,011-58.5% | $63,803-68.8% | $82,637-75.9% |
| Participation rate | 67.0% | 66.6%+0.5pp | 72.7%-5.7pp | 68.1%-1.0pp |
| Annual return | 10.33% | 19.84%-9.5pp | 543.72%-533.4pp | 53.51%-43.2pp |
| Employer contribution / active EE | $810 | $1,904-57.4% | $2,532-68.0% | $2,552-68.2% |
| Participant deferral / active EE | $1,198 | $2,846-57.9% | $3,843-68.8% | $4,126-71.0% |
| Admin fee / account holder | $7,969 | $3,873+105.7% | $5,196+53.4% | $7,339+8.6% |