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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 | $19,367 | $81,331-76.2% | $155,534-87.5% | $80,935-76.1% |
| Participation rate | 68.4% | 66.3%+2.2pp | 78.2%-9.8pp | 67.7%+0.8pp |
| Annual return | 10.26% | 33.37%-23.1pp | 64.92%-54.7pp | 35.66%-25.4pp |
| Employer contribution / active EE | $829 | $3,105-73.3% | $4,675-82.3% | $2,757-69.9% |
| Participant deferral / active EE | $1,254 | $3,454-63.7% | $5,630-77.7% | $4,299-70.8% |
| Admin fee / account holder | $2,221 | $7,999-72.2% | $15,900-86.0% | $6,924-67.9% |