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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 | $78,543 | $63,703+23.3% | $93,063-15.6% | $82,448-4.7% |
| Participation rate | 20.8% | 63.8%-43.0pp | 72.1%-51.3pp | 68.1%-47.2pp |
| Annual return | 10.45% | -775.43%+785.9pp | 34.15%-23.7pp | 41.64%-31.2pp |
| Employer contribution / active EE | $579 | $1,729-66.5% | $2,476-76.6% | $2,551-77.3% |
| Participant deferral / active EE | $959 | $2,919-67.2% | $3,958-75.8% | $4,139-76.8% |
| Admin fee / account holder | $3,875 | $5,982-35.2% | $6,033-35.8% | $7,234-46.4% |