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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 | $37,156-36.1% | $83,854-71.7% | $86,983-72.7% |
| Participation rate | 64.6% | 49.1%+15.5pp | 59.1%+5.4pp | 69.5%-5.0pp |
| Annual return | 12.87% | 29.88%-17.0pp | 31.39%-18.5pp | 25.83%-13.0pp |
| Employer contribution / active EE | $431 | $661-34.8% | $1,017-57.7% | $2,584-83.3% |
| Participant deferral / active EE | $1,405 | $1,418-0.9% | $2,035-31.0% | $4,194-66.5% |
| Admin fee / account holder | $2,186 | $2,510-12.9% | $3,197-31.6% | $7,856-72.2% |