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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 | $17,508 | $54,763-68.0% | $90,324-80.6% | $72,976-76.0% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 3.69% | 30.63%-26.9pp | 78.15%-74.5pp | 81.02%-77.3pp |
| Employer contribution / active EE | $503 | $2,093-76.0% | $2,856-82.4% | $2,440-79.4% |
| Participant deferral / active EE | $2,136 | $2,887-26.0% | $3,885-45.0% | $3,608-40.8% |
| Admin fee / account holder | $828 | $3,973-79.2% | $5,356-84.5% | $5,124-83.8% |