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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 | $25,102 | $51,638-51.4% | $68,368-63.3% | $82,448-69.6% |
| Participation rate | 42.3% | 63.6%-21.3pp | 73.8%-31.4pp | 68.1%-25.8pp |
| Annual return | 11.24% | 37.53%-26.3pp | 292.57%-281.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $577 | $2,047-71.8% | $2,649-78.2% | $2,551-77.4% |
| Participant deferral / active EE | $1,092 | $2,914-62.5% | $4,123-73.5% | $4,139-73.6% |
| Admin fee / account holder | $5,744 | $4,643+23.7% | $5,150+11.5% | $7,234-20.6% |