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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 | $24,160 | $36,948-34.6% | $73,658-67.2% | $87,485-72.4% |
| Participation rate | 51.6% | 46.8%+4.8pp | 57.0%-5.4pp | 68.9%-17.3pp |
| Annual return | 12.63% | 28.64%-16.0pp | 29.72%-17.1pp | 26.06%-13.4pp |
| Employer contribution / active EE | $152 | $670-77.4% | $1,032-85.3% | $2,596-94.2% |
| Participant deferral / active EE | $919 | $1,379-33.3% | $2,062-55.4% | $4,274-78.5% |
| Admin fee / account holder | $2,456 | $2,531-3.0% | $3,357-26.8% | $7,775-68.4% |