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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 | $20,784 | $43,730-52.5% | $66,674-68.8% | $64,097-67.6% |
| Participation rate | 67.0% | 50.7%+16.2pp | 73.7%-6.7pp | 55.2%+11.8pp |
| Annual return | 8.20% | 53.62%-45.4pp | 321.24%-313.0pp | 34.64%-26.4pp |
| Employer contribution / active EE | $985 | $1,673-41.1% | $2,620-62.4% | $1,891-47.9% |
| Participant deferral / active EE | $1,068 | $2,122-49.7% | $4,084-73.9% | $3,080-65.3% |
| Admin fee / account holder | $2,673 | $2,708-1.3% | $5,098-47.6% | $3,454-22.6% |