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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 | $18,168 | $29,716-38.9% | $56,077-67.6% | $80,925-77.5% |
| Participation rate | 63.0% | 41.7%+21.3pp | 52.5%+10.5pp | 67.7%-4.7pp |
| Annual return | 9.37% | 35.30%-25.9pp | 1709.28%-1699.9pp | 35.65%-26.3pp |
| Employer contribution / active EE | $562 | $671-16.2% | $1,040-46.0% | $2,756-79.6% |
| Participant deferral / active EE | $1,000 | $1,228-18.6% | $1,954-48.8% | $4,299-76.7% |
| Admin fee / account holder | $1,303 | $2,432-46.4% | $2,825-53.9% | $6,940-81.2% |