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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 | $11,262 | $47,479-76.3% | $62,929-82.1% | $82,448-86.3% |
| Participation rate | 68.1% | 66.9%+1.2pp | 73.1%-5.0pp | 68.1%0pp |
| Annual return | 10.32% | 20.34%-10.0pp | 1063.93%-1053.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $923 | $1,885-51.1% | $2,505-63.2% | $2,551-63.8% |
| Participant deferral / active EE | $2,107 | $2,870-26.6% | $3,888-45.8% | $4,139-49.1% |
| Admin fee / account holder | $5,246 | $3,804+37.9% | $5,065+3.6% | $7,234-27.5% |