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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 | $16,164 | $81,331-80.1% | $155,534-89.6% | $80,935-80.0% |
| Participation rate | 68.5% | 66.3%+2.2pp | 78.2%-9.7pp | 67.7%+0.8pp |
| Annual return | 8.56% | 33.37%-24.8pp | 64.92%-56.4pp | 35.66%-27.1pp |
| Employer contribution / active EE | $710 | $3,105-77.1% | $4,675-84.8% | $2,757-74.3% |
| Participant deferral / active EE | $947 | $3,454-72.6% | $5,630-83.2% | $4,299-78.0% |
| Admin fee / account holder | $3,051 | $7,999-61.9% | $15,900-80.8% | $6,924-55.9% |