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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 | $14,069 | $52,279-73.1% | $89,400-84.3% | $79,858-82.4% |
| Participation rate | 62.0% | 57.5%+4.4pp | 68.0%-6.0pp | 69.6%-7.7pp |
| Annual return | 10.55% | 22.16%-11.6pp | 245.64%-235.1pp | 31.72%-21.2pp |
| Employer contribution / active EE | $282 | $1,572-82.0% | $2,586-89.1% | $2,471-88.6% |
| Participant deferral / active EE | $1,474 | $2,740-46.2% | $3,890-62.1% | $3,740-60.6% |
| Admin fee / account holder | $2,356 | $3,356-29.8% | $4,882-51.7% | $5,306-55.6% |