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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 | $23,042 | $52,279-55.9% | $89,435-74.2% | $79,856-71.1% |
| Participation rate | 60.0% | 57.5%+2.5pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | 2.46% | 22.16%-19.7pp | 245.55%-243.1pp | 31.71%-29.3pp |
| Employer contribution / active EE | $709 | $1,572-54.9% | $2,587-72.6% | $2,471-71.3% |
| Participant deferral / active EE | $1,788 | $2,740-34.7% | $3,890-54.0% | $3,741-52.2% |
| Admin fee / account holder | $4,592 | $3,356+36.8% | $4,884-6.0% | $5,306-13.5% |