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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 | $22,496 | $29,733-24.3% | $56,025-59.8% | $80,959-72.2% |
| Participation rate | 51.7% | 41.7%+10.0pp | 52.5%-0.8pp | 67.7%-15.9pp |
| Annual return | 9.86% | 35.28%-25.4pp | 1712.69%-1702.8pp | 35.67%-25.8pp |
| Employer contribution / active EE | $870 | $672+29.4% | $1,042-16.5% | $2,757-68.5% |
| Participant deferral / active EE | $1,653 | $1,229+34.5% | $1,955-15.4% | $4,300-61.6% |
| Admin fee / account holder | $1,072 | $2,434-55.9% | $2,828-62.1% | $6,925-84.5% |