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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 | $29,051-18.8% | $52,425-55.0% | $67,986-65.3% |
| Participation rate | 35.6% | 30.4%+5.1pp | 55.6%-20.1pp | 57.2%-21.6pp |
| Annual return | 13.93% | 24.00%-10.1pp | 302.12%-288.2pp | 31.67%-17.7pp |
| Employer contribution / active EE | $219 | $412-46.9% | $914-76.1% | $2,019-89.2% |
| Participant deferral / active EE | $665 | $873-23.8% | $1,790-62.9% | $3,358-80.2% |
| Admin fee / account holder | $3,600 | $2,113+70.4% | $2,495+44.3% | $3,203+12.4% |