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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 | $45,109+14.9% | $85,240-39.2% | $77,762-33.4% |
| Participation rate | 13.1% | 48.7%-35.6pp | 67.5%-54.4pp | 70.6%-57.5pp |
| Annual return | 9.81% | 79.55%-69.7pp | 66.75%-56.9pp | 31.27%-21.5pp |
| Employer contribution / active EE | $362 | $1,602-77.4% | $2,735-86.8% | $2,728-86.7% |
| Participant deferral / active EE | $841 | $2,814-70.1% | $4,527-81.4% | $4,651-81.9% |
| Admin fee / account holder | $3,224 | $915+252.4% | $6,165-47.7% | $433+644.9% |