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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 | $18,899 | $48,078-60.7% | $78,676-76.0% | $62,881-69.9% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.6%-6.9pp | 69.3%-2.6pp |
| Annual return | 1.90% | 31.36%-29.5pp | 62.19%-60.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $944 | $2,015-53.1% | $2,850-66.9% | $2,281-58.6% |
| Participant deferral / active EE | $1,654 | $2,587-36.1% | $3,517-53.0% | $3,203-48.4% |
| Admin fee / account holder | $2,116 | $3,206-34.0% | $4,510-53.1% | $4,296-50.7% |