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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 | $18,726 | $29,319-36.1% | $52,425-64.3% | $82,448-77.3% |
| Participation rate | 65.9% | 46.9%+19.1pp | 55.6%+10.3pp | 68.1%-2.2pp |
| Annual return | 11.98% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.7pp |
| Employer contribution / active EE | $442 | $586-24.6% | $914-51.7% | $2,551-82.7% |
| Participant deferral / active EE | $1,090 | $1,171-7.0% | $1,790-39.1% | $4,139-73.7% |
| Admin fee / account holder | $2,150 | $1,962+9.6% | $2,495-13.8% | $7,234-70.3% |