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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 | $25,014-30.0% | $69,623-74.9% | $80,935-78.4% |
| Participation rate | 65.1% | 64.2%+0.9pp | 66.4%-1.3pp | 67.7%-2.5pp |
| Annual return | 10.26% | 19.08%-8.8pp | 101.23%-91.0pp | 35.66%-25.4pp |
| Employer contribution / active EE | $2,984 | $991+201.0% | $1,709+74.6% | $2,757+8.2% |
| Participant deferral / active EE | $1,835 | $1,840-0.2% | $2,890-36.5% | $4,299-57.3% |
| Admin fee / account holder | $711 | $2,491-71.5% | $4,696-84.9% | $6,924-89.7% |