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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 | $23,258 | $51,638-55.0% | $68,368-66.0% | $82,448-71.8% |
| Participation rate | 64.4% | 63.6%+0.8pp | 73.8%-9.3pp | 68.1%-3.7pp |
| Annual return | 11.60% | 37.53%-25.9pp | 292.57%-281.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $905 | $2,047-55.8% | $2,649-65.8% | $2,551-64.5% |
| Participant deferral / active EE | $2,785 | $2,914-4.4% | $4,123-32.5% | $4,139-32.7% |
| Admin fee / account holder | $6,557 | $4,643+41.2% | $5,150+27.3% | $7,234-9.4% |