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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 | $24,139 | $34,316-29.7% | $74,723-67.7% | $72,976-66.9% |
| Participation rate | 51.8% | 42.4%+9.4pp | 54.5%-2.7pp | 69.5%-17.7pp |
| Annual return | 12.92% | 26.58%-13.7pp | 753.18%-740.3pp | 81.02%-68.1pp |
| Employer contribution / active EE | $828 | $692+19.7% | $1,084-23.6% | $2,440-66.1% |
| Participant deferral / active EE | $2,590 | $1,272+103.7% | $1,962+32.0% | $3,608-28.2% |
| Admin fee / account holder | $3,519 | $2,125+65.6% | $3,335+5.5% | $5,124-31.3% |