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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 | $31,907 | $91,086-65.0% | $203,872-84.3% | $86,983-63.3% |
| Participation rate | 66.7% | 65.8%+0.8pp | 77.8%-11.1pp | 69.5%-2.9pp |
| Annual return | 10.39% | 22.30%-11.9pp | 85.11%-74.7pp | 25.83%-15.4pp |
| Employer contribution / active EE | $644 | $2,063-68.8% | $3,757-82.9% | $2,584-75.1% |
| Participant deferral / active EE | $1,874 | $4,019-53.4% | $6,388-70.7% | $4,194-55.3% |
| Admin fee / account holder | $11,678 | $8,987+29.9% | $11,730-0.4% | $7,856+48.7% |