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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 | $29,878 | $70,684-57.7% | $169,397-82.4% | $75,177-60.3% |
| Participation rate | 65.9% | 64.8%+1.1pp | 77.2%-11.3pp | 67.2%-1.4pp |
| Annual return | 13.86% | 36.38%-22.5pp | 406.23%-392.4pp | 160.75%-146.9pp |
| Employer contribution / active EE | $481 | $2,211-78.3% | $4,013-88.0% | $2,671-82.0% |
| Participant deferral / active EE | $2,573 | $4,310-40.3% | $6,223-58.7% | $4,126-37.6% |
| Admin fee / account holder | $2,954 | $5,404-45.3% | $9,017-67.2% | $5,651-47.7% |