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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 | $29,670-38.8% | $56,054-67.6% | $80,911-77.5% |
| Participation rate | 63.0% | 41.7%+21.3pp | 52.5%+10.5pp | 67.6%-4.7pp |
| Annual return | 9.37% | 35.24%-25.9pp | 1705.95%-1696.6pp | 35.63%-26.3pp |
| Employer contribution / active EE | $562 | $670-16.1% | $1,039-45.9% | $2,756-79.6% |
| Participant deferral / active EE | $1,000 | $1,227-18.5% | $1,952-48.8% | $4,297-76.7% |
| Admin fee / account holder | $1,303 | $2,431-46.4% | $2,822-53.8% | $6,935-81.2% |