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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 | $17,958 | $57,073-68.5% | $85,126-78.9% | $80,925-77.8% |
| Participation rate | 64.1% | 56.4%+7.7pp | 67.5%-3.4pp | 67.7%-3.6pp |
| Annual return | 7.45% | 21.69%-14.2pp | 66.63%-59.2pp | 35.65%-28.2pp |
| Employer contribution / active EE | $281 | $1,801-84.4% | $2,731-89.7% | $2,756-89.8% |
| Participant deferral / active EE | $1,437 | $3,113-53.9% | $4,523-68.2% | $4,299-66.6% |
| Admin fee / account holder | $10,253 | $4,988+105.6% | $6,160+66.4% | $6,940+47.7% |