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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 | $29,319-19.1% | $52,425-54.7% | $82,448-71.2% |
| Participation rate | 64.6% | 46.9%+17.7pp | 55.6%+8.9pp | 68.1%-3.5pp |
| Annual return | 12.87% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.8pp |
| Employer contribution / active EE | $431 | $586-26.6% | $914-52.9% | $2,551-83.1% |
| Participant deferral / active EE | $1,405 | $1,171+20.0% | $1,790-21.5% | $4,139-66.1% |
| Admin fee / account holder | $2,186 | $1,962+11.4% | $2,495-12.4% | $7,234-69.8% |