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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 | $15,733 | $77,908-79.8% | $149,696-89.5% | $75,173-79.1% |
| Participation rate | 68.6% | 65.6%+3.0pp | 78.8%-10.2pp | 67.2%+1.4pp |
| Annual return | 8.91% | 31.73%-22.8pp | 134.46%-125.5pp | 160.72%-151.8pp |
| Employer contribution / active EE | $1,693 | $3,138-46.1% | $4,821-64.9% | $2,671-36.6% |
| Participant deferral / active EE | $3,108 | $3,411-8.9% | $5,682-45.3% | $4,126-24.7% |
| Admin fee / account holder | $2,235 | $5,950-62.4% | $13,212-83.1% | $5,651-60.5% |