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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 | $21,252 | $29,319-27.5% | $52,425-59.5% | $82,448-74.2% |
| Participation rate | 60.0% | 46.9%+13.1pp | 55.6%+4.4pp | 68.1%-8.1pp |
| Annual return | 6.86% | 535.20%-528.3pp | 302.12%-295.3pp | 41.64%-34.8pp |
| Employer contribution / active EE | $270 | $586-54.0% | $914-70.5% | $2,551-89.4% |
| Participant deferral / active EE | $1,748 | $1,171+49.2% | $1,790-2.4% | $4,139-57.8% |
| Admin fee / account holder | $15,404 | $1,962+685.1% | $2,495+517.4% | $7,234+112.9% |