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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 | $18,039 | $55,889-67.7% | $76,119-76.3% | $80,935-77.7% |
| Participation rate | 67.4% | 62.1%+5.3pp | 69.1%-1.7pp | 67.7%-0.3pp |
| Annual return | 10.19% | 20.58%-10.4pp | 361.25%-351.1pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,165 | $1,866-37.6% | $2,693-56.7% | $2,757-57.7% |
| Participant deferral / active EE | $2,525 | $3,051-17.2% | $4,259-40.7% | $4,299-41.3% |
| Admin fee / account holder | $921 | $5,241-82.4% | $6,421-85.7% | $6,924-86.7% |