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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 | $19,359 | $65,395-70.4% | $182,558-89.4% | $72,976-73.5% |
| Participation rate | 66.7% | 65.4%+1.2pp | 78.0%-11.3pp | 69.5%-2.8pp |
| Annual return | 17.61% | 27.68%-10.1pp | 148.59%-131.0pp | 81.02%-63.4pp |
| Employer contribution / active EE | $784 | $1,911-59.0% | $4,076-80.8% | $2,440-67.9% |
| Participant deferral / active EE | $2,025 | $3,563-43.2% | $5,526-63.4% | $3,608-43.9% |
| Admin fee / account holder | $1,499 | $4,245-64.7% | $8,594-82.6% | $5,124-70.7% |