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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 | $19,486 | $76,407-74.5% | $150,298-87.0% | $82,448-76.4% |
| Participation rate | 68.4% | 66.4%+2.0pp | 77.8%-9.3pp | 68.1%+0.4pp |
| Annual return | 6.36% | 39.99%-33.6pp | 62.79%-56.4pp | 41.64%-35.3pp |
| Employer contribution / active EE | $976 | $2,614-62.7% | $4,154-76.5% | $2,551-61.7% |
| Participant deferral / active EE | $2,124 | $3,214-33.9% | $5,453-61.0% | $4,139-48.7% |
| Admin fee / account holder | $4,475 | $6,352-29.6% | $14,116-68.3% | $7,234-38.1% |