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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 | $8,101 | $32,037-74.7% | $69,182-88.3% | $62,881-87.1% |
| Participation rate | 62.3% | 43.4%+18.8pp | 55.1%+7.1pp | 69.3%-7.0pp |
| Annual return | 4.38% | 15.16%-10.8pp | -21.93%+26.3pp | 20.14%-15.8pp |
| Employer contribution / active EE | $214 | $679-68.5% | $1,206-82.3% | $2,281-90.6% |
| Participant deferral / active EE | $900 | $1,185-24.1% | $1,897-52.5% | $3,203-71.9% |
| Admin fee / account holder | $378 | $2,608-85.5% | $2,697-86.0% | $4,296-91.2% |