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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 | $29,319-19.5% | $52,425-55.0% | $82,448-71.4% |
| Participation rate | 65.5% | 46.9%+18.6pp | 55.6%+9.8pp | 68.1%-2.6pp |
| Annual return | 12.54% | 535.20%-522.7pp | 302.12%-289.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,059 | $586+251.1% | $914+125.2% | $2,551-19.3% |
| Participant deferral / active EE | $875 | $1,171-25.3% | $1,790-51.1% | $4,139-78.9% |
| Admin fee / account holder | $460 | $1,962-76.5% | $2,495-81.5% | $7,234-93.6% |