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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 | $18,234 | $32,037-43.1% | $69,182-73.6% | $62,881-71.0% |
| Participation rate | 67.3% | 43.4%+23.9pp | 55.1%+12.2pp | 69.3%-2.0pp |
| Annual return | 3.82% | 15.16%-11.3pp | -21.93%+25.8pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,425 | $679+109.9% | $1,206+18.2% | $2,281-37.5% |
| Participant deferral / active EE | $2,105 | $1,185+77.6% | $1,897+11.0% | $3,203-34.3% |
| Admin fee / account holder | $6,242 | $2,608+139.3% | $2,697+131.5% | $4,296+45.3% |