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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 | $36,191 | $39,028-7.3% | $80,741-55.2% | $85,856-57.8% |
| Participation rate | 44.4% | 41.6%+2.9pp | 54.2%-9.7pp | 69.3%-24.9pp |
| Annual return | 10.67% | 26.31%-15.6pp | 87.30%-76.6pp | 318.58%-307.9pp |
| Employer contribution / active EE | $216 | $722-70.1% | $1,160-81.4% | $2,565-91.6% |
| Participant deferral / active EE | $1,580 | $1,326+19.2% | $2,145-26.3% | $3,952-60.0% |
| Admin fee / account holder | $4,810 | $2,429+98.0% | $3,380+42.3% | $6,261-23.2% |