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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 | $23,581 | $31,105-24.2% | $53,647-56.0% | $64,097-63.2% |
| Participation rate | 35.6% | 30.7%+4.9pp | 56.3%-20.7pp | 55.2%-19.6pp |
| Annual return | 13.93% | 22.54%-8.6pp | 358.33%-344.4pp | 34.64%-20.7pp |
| Employer contribution / active EE | $219 | $441-50.4% | $962-77.3% | $1,891-88.4% |
| Participant deferral / active EE | $665 | $896-25.8% | $1,813-63.3% | $3,080-78.4% |
| Admin fee / account holder | $3,600 | $2,195+64.0% | $2,460+46.3% | $3,454+4.2% |