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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 | $22,668 | $37,428-39.4% | $77,498-70.8% | $79,860-71.6% |
| Participation rate | 63.6% | 41.5%+22.1pp | 54.2%+9.5pp | 69.6%-6.0pp |
| Annual return | 9.06% | 39.71%-30.6pp | 54.79%-45.7pp | 31.72%-22.7pp |
| Employer contribution / active EE | $780 | $637+22.5% | $987-20.9% | $2,471-68.4% |
| Participant deferral / active EE | $2,133 | $1,260+69.3% | $1,861+14.6% | $3,740-43.0% |
| Admin fee / account holder | $12,517 | $2,505+399.8% | $2,858+337.9% | $5,306+135.9% |