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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 | $22,022 | $31,105-29.2% | $53,647-58.9% | $64,097-65.6% |
| Participation rate | 51.0% | 30.7%+20.3pp | 56.3%-5.3pp | 55.2%-4.2pp |
| Annual return | 11.88% | 22.54%-10.7pp | 358.33%-346.5pp | 34.64%-22.8pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $599 | $896-33.1% | $1,813-66.9% | $3,080-80.5% |
| Admin fee / account holder | $2,300 | $2,195+4.8% | $2,460-6.5% | $3,454-33.4% |