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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 | $20,254 | $29,051-30.3% | $52,425-61.4% | $67,986-70.2% |
| Participation rate | 40.6% | 30.4%+10.2pp | 55.6%-15.0pp | 57.2%-16.6pp |
| Annual return | 10.18% | 24.00%-13.8pp | 302.12%-291.9pp | 31.67%-21.5pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $635 | $873-27.2% | $1,790-64.5% | $3,358-81.1% |
| Admin fee / account holder | $6,788 | $2,113+221.3% | $2,495+172.1% | $3,203+111.9% |