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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 | $4,868 | $16,790-71.0% | $64,489-92.5% | $67,986-92.8% |
| Participation rate | 67.0% | 62.4%+4.6pp | 67.7%-0.7pp | 57.2%+9.8pp |
| Annual return | 15.26% | 30.55%-15.3pp | 55.03%-39.8pp | 31.67%-16.4pp |
| Employer contribution / active EE | $726 | $648+12.2% | $1,523-52.3% | $2,019-64.0% |
| Participant deferral / active EE | $1,581 | $1,510+4.7% | $2,778-43.1% | $3,358-52.9% |
| Admin fee / account holder | $2,507 | $1,690+48.4% | $4,260-41.1% | $3,203-21.7% |