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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 | $51,823 | $45,031+15.1% | $85,009-39.0% | $77,671-33.3% |
| Participation rate | 13.1% | 48.7%-35.6pp | 67.5%-54.4pp | 70.6%-57.5pp |
| Annual return | 9.81% | 79.22%-69.4pp | 66.47%-56.7pp | 31.21%-21.4pp |
| Employer contribution / active EE | $362 | $1,609-77.5% | $2,728-86.7% | $2,726-86.7% |
| Participant deferral / active EE | $841 | $2,807-70.0% | $4,522-81.4% | $4,648-81.9% |
| Admin fee / account holder | $3,224 | $912+253.7% | $6,153-47.6% | $430+649.2% |