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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 | $23,732 | $28,624-17.1% | $53,647-55.8% | $82,637-71.3% |
| Participation rate | 64.6% | 47.3%+17.3pp | 56.3%+8.3pp | 68.1%-3.5pp |
| Annual return | 12.87% | 664.98%-652.1pp | 358.33%-345.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $431 | $637-32.3% | $962-55.2% | $2,552-83.1% |
| Participant deferral / active EE | $1,405 | $1,196+17.5% | $1,813-22.5% | $4,126-65.9% |
| Admin fee / account holder | $2,186 | $2,022+8.1% | $2,460-11.1% | $7,339-70.2% |