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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 | $18,045 | $77,920-76.8% | $149,723-87.9% | $75,177-76.0% |
| Participation rate | 61.8% | 65.6%-3.8pp | 78.8%-17.0pp | 67.2%-5.4pp |
| Annual return | 7.98% | 31.72%-23.7pp | 134.50%-126.5pp | 160.75%-152.8pp |
| Employer contribution / active EE | $580 | $3,138-81.5% | $4,821-88.0% | $2,671-78.3% |
| Participant deferral / active EE | $4,628 | $3,411+35.7% | $5,682-18.5% | $4,126+12.2% |
| Admin fee / account holder | $483 | $5,951-91.9% | $13,215-96.3% | $5,651-91.4% |