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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 | $10,208 | $57,590-82.3% | $86,233-88.2% | $82,448-87.6% |
| Participation rate | 60.4% | 57.9%+2.6pp | 69.0%-8.6pp | 68.1%-7.7pp |
| Annual return | 13.49% | 22.41%-8.9pp | 61.39%-47.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $493 | $1,655-70.2% | $2,504-80.3% | $2,551-80.7% |
| Participant deferral / active EE | $1,747 | $3,080-43.3% | $4,559-61.7% | $4,139-57.8% |
| Admin fee / account holder | $5,586 | $4,730+18.1% | $8,342-33.0% | $7,234-22.8% |