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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 | $14,202 | $29,319-51.6% | $52,425-72.9% | $82,448-82.8% |
| Participation rate | 66.7% | 46.9%+19.8pp | 55.6%+11.0pp | 68.1%-1.4pp |
| Annual return | 13.72% | 535.20%-521.5pp | 302.12%-288.4pp | 41.64%-27.9pp |
| Employer contribution / active EE | $799 | $586+36.3% | $914-12.5% | $2,551-68.7% |
| Participant deferral / active EE | $1,706 | $1,171+45.7% | $1,790-4.7% | $4,139-58.8% |
| Admin fee / account holder | $5,980 | $1,962+204.8% | $2,495+139.7% | $7,234-17.3% |