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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 | $16,944 | $47,944-64.7% | $67,834-75.0% | $62,881-73.1% |
| Participation rate | 66.7% | 61.1%+5.6pp | 68.8%-2.1pp | 69.3%-2.6pp |
| Annual return | 2.27% | 11.77%-9.5pp | 138.47%-136.2pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,883 | $1,562+20.6% | $2,403-21.6% | $2,281-17.4% |
| Participant deferral / active EE | $2,409 | $2,247+7.2% | $3,160-23.8% | $3,203-24.8% |
| Admin fee / account holder | $9,391 | $3,712+153.0% | $4,622+103.2% | $4,296+118.6% |