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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 | $86,050-77.4% | $189,758-89.7% | $94,015-79.3% |
| Participation rate | 68.4% | 68.9%-0.5pp | 79.8%-11.4pp | 70.8%-2.4pp |
| Annual return | 6.36% | 17.77%-11.4pp | 52.62%-46.3pp | 17.84%-11.5pp |
| Employer contribution / active EE | $976 | $2,819-65.4% | $4,767-79.5% | $2,790-65.0% |
| Participant deferral / active EE | $2,124 | $3,349-36.6% | $5,856-63.7% | $4,249-50.0% |
| Admin fee / account holder | $4,475 | $6,627-32.5% | $20,388-78.1% | $8,951-50.0% |