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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 | $47,479-58.1% | $62,929-68.4% | $82,448-75.8% |
| Participation rate | 67.0% | 66.9%+0.2pp | 73.1%-6.1pp | 68.1%-1.0pp |
| Annual return | 10.33% | 20.34%-10.0pp | 1063.93%-1053.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $810 | $1,885-57.0% | $2,505-67.6% | $2,551-68.2% |
| Participant deferral / active EE | $1,198 | $2,870-58.3% | $3,888-69.2% | $4,139-71.1% |
| Admin fee / account holder | $7,969 | $3,804+109.5% | $5,065+57.4% | $7,234+10.2% |