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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 | $23,605 | $37,156-36.5% | $83,854-71.9% | $86,983-72.9% |
| Participation rate | 65.5% | 49.1%+16.4pp | 59.1%+6.3pp | 69.5%-4.1pp |
| Annual return | 12.54% | 29.88%-17.3pp | 31.39%-18.9pp | 25.83%-13.3pp |
| Employer contribution / active EE | $2,059 | $661+211.6% | $1,017+102.4% | $2,584-20.3% |
| Participant deferral / active EE | $875 | $1,418-38.3% | $2,035-57.0% | $4,194-79.1% |
| Admin fee / account holder | $460 | $2,510-81.7% | $3,197-85.6% | $7,856-94.1% |