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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 | $28,624-17.5% | $53,647-56.0% | $82,637-71.4% |
| Participation rate | 65.5% | 47.3%+18.2pp | 56.3%+9.2pp | 68.1%-2.6pp |
| Annual return | 12.54% | 664.98%-652.4pp | 358.33%-345.8pp | 53.51%-41.0pp |
| Employer contribution / active EE | $2,059 | $637+223.4% | $962+114.0% | $2,552-19.3% |
| Participant deferral / active EE | $875 | $1,196-26.8% | $1,813-51.7% | $4,126-78.8% |
| Admin fee / account holder | $460 | $2,022-77.2% | $2,460-81.3% | $7,339-93.7% |