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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 | $22,382 | $34,316-34.8% | $74,723-70.0% | $72,976-69.3% |
| Participation rate | 64.5% | 42.4%+22.1pp | 54.5%+10.1pp | 69.5%-5.0pp |
| Annual return | 8.05% | 26.58%-18.5pp | 753.18%-745.1pp | 81.02%-73.0pp |
| Employer contribution / active EE | $429 | $692-37.9% | $1,084-60.4% | $2,440-82.4% |
| Participant deferral / active EE | $2,385 | $1,272+87.5% | $1,962+21.6% | $3,608-33.9% |
| Admin fee / account holder | $671 | $2,125-68.4% | $3,335-79.9% | $5,124-86.9% |