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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 | $20,845 | $70,684-70.5% | $169,390-87.7% | $75,173-72.3% |
| Participation rate | 69.2% | 64.8%+4.4pp | 77.2%-7.9pp | 67.2%+2.0pp |
| Annual return | 13.75% | 36.38%-22.6pp | 406.07%-392.3pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,383 | $4,310-44.7% | $6,222-61.7% | $4,126-42.2% |
| Admin fee / account holder | $4,451 | $5,404-17.6% | $9,015-50.6% | $5,651-21.2% |