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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 | $10,682 | $45,266-76.4% | $103,693-89.7% | $65,306-83.6% |
| Participation rate | 67.9% | 53.3%+14.6pp | 72.6%-4.8pp | 57.7%+10.2pp |
| Annual return | 8.99% | 25.10%-16.1pp | 47.61%-38.6pp | 21.94%-13.0pp |
| Employer contribution / active EE | $655 | $1,765-62.9% | $2,920-77.6% | $1,967-66.7% |
| Participant deferral / active EE | $1,472 | $2,099-29.9% | $4,579-67.8% | $2,959-50.2% |
| Admin fee / account holder | $1,585 | $3,221-50.8% | $7,858-79.8% | $3,480-54.5% |