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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 | $19,085 | $56,431-66.2% | $130,788-85.4% | $87,485-78.2% |
| Participation rate | 56.3% | 58.9%-2.7pp | 70.1%-13.9pp | 68.9%-12.7pp |
| Annual return | 11.90% | 91.27%-79.4pp | 386.44%-374.5pp | 26.06%-14.2pp |
| Employer contribution / active EE | $557 | $1,549-64.1% | $3,558-84.3% | $2,596-78.6% |
| Participant deferral / active EE | $3,147 | $2,749+14.4% | $4,137-23.9% | $4,274-26.4% |
| Admin fee / account holder | $2,363 | $4,433-46.7% | $6,673-64.6% | $7,775-69.6% |