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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 | $21,918 | $53,583-59.1% | $114,563-80.9% | $64,340-65.9% |
| Participation rate | 54.4% | 47.4%+7.0pp | 72.9%-18.5pp | 55.2%-0.8pp |
| Annual return | 13.36% | 24.51%-11.2pp | 241.09%-227.7pp | 24.14%-10.8pp |
| Employer contribution / active EE | $320 | $1,087-70.5% | $2,592-87.6% | $1,862-82.8% |
| Participant deferral / active EE | $1,939 | $2,134-9.1% | $4,142-53.2% | $2,980-34.9% |
| Admin fee / account holder | $2,986 | $3,206-6.9% | $7,623-60.8% | $3,703-19.4% |