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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 | $17,424 | $58,523-70.2% | $99,479-82.5% | $72,976-76.1% |
| Participation rate | 66.7% | 64.6%+2.0pp | 73.8%-7.2pp | 69.5%-2.8pp |
| Annual return | 12.45% | 28.51%-16.1pp | 30.72%-18.3pp | 81.02%-68.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,301 | $2,606-50.1% | $3,619-64.0% | $3,608-63.9% |
| Admin fee / account holder | $5,628 | $4,102+37.2% | $6,253-10.0% | $5,124+9.8% |