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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 | $24,814 | $64,920-61.8% | $103,693-76.1% | $86,983-71.5% |
| Participation rate | 64.4% | 63.6%+0.9pp | 72.6%-8.2pp | 69.5%-5.1pp |
| Annual return | 6.49% | 30.29%-23.8pp | 47.61%-41.1pp | 25.83%-19.3pp |
| Employer contribution / active EE | $357 | $2,141-83.3% | $2,920-87.8% | $2,584-86.2% |
| Participant deferral / active EE | $1,949 | $3,241-39.9% | $4,579-57.4% | $4,194-53.5% |
| Admin fee / account holder | $10,154 | $6,191+64.0% | $7,858+29.2% | $7,856+29.3% |