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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 | $24,672 | $43,496-43.3% | $161,489-84.7% | $64,340-61.7% |
| Participation rate | 23.5% | 53.5%-30.0pp | 78.7%-55.2pp | 55.2%-31.7pp |
| Annual return | 10.20% | 20.76%-10.6pp | 89.72%-79.5pp | 24.14%-13.9pp |
| Employer contribution / active EE | $512 | $1,431-64.2% | $4,268-88.0% | $1,862-72.5% |
| Participant deferral / active EE | $975 | $1,996-51.1% | $5,630-82.7% | $2,980-67.3% |
| Admin fee / account holder | $10,578 | $2,330+353.9% | $16,006-33.9% | $3,703+185.7% |