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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 | $78,690-75.2% | $161,489-87.9% | $87,485-77.7% |
| Participation rate | 68.4% | 67.5%+1.0pp | 78.7%-10.3pp | 68.9%-0.5pp |
| Annual return | 6.36% | 32.74%-26.4pp | 89.72%-83.4pp | 26.06%-19.7pp |
| Employer contribution / active EE | $976 | $2,588-62.3% | $4,268-77.1% | $2,596-62.4% |
| Participant deferral / active EE | $2,124 | $3,311-35.8% | $5,630-62.3% | $4,274-50.3% |
| Admin fee / account holder | $4,475 | $6,724-33.4% | $16,006-72.0% | $7,775-42.4% |