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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 | $3,167 | $36,948-91.4% | $73,658-95.7% | $87,485-96.4% |
| Participation rate | 64.3% | 46.8%+17.5pp | 57.0%+7.2pp | 68.9%-4.6pp |
| Annual return | 11.27% | 28.64%-17.4pp | 29.72%-18.4pp | 26.06%-14.8pp |
| Employer contribution / active EE | $386 | $670-42.4% | $1,032-62.6% | $2,596-85.1% |
| Participant deferral / active EE | $388 | $1,379-71.9% | $2,062-81.2% | $4,274-90.9% |
| Admin fee / account holder | $1,297 | $2,531-48.7% | $3,357-61.4% | $7,775-83.3% |