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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 | $23,467 | $36,948-36.5% | $73,658-68.1% | $87,485-73.2% |
| Participation rate | 57.6% | 46.8%+10.8pp | 57.0%+0.5pp | 68.9%-11.4pp |
| Annual return | 13.46% | 28.64%-15.2pp | 29.72%-16.3pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,143 | $670+70.5% | $1,032+10.7% | $2,596-56.0% |
| Participant deferral / active EE | $3,272 | $1,379+137.3% | $2,062+58.7% | $4,274-23.4% |
| Admin fee / account holder | $30,577 | $2,531+1108.2% | $3,357+810.9% | $7,775+293.3% |