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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 | $23,119 | $27,243-15.1% | $52,425-55.9% | $79,634-71.0% |
| Participation rate | 25.8% | 22.4%+3.4pp | 55.6%-29.8pp | 62.5%-36.6pp |
| Annual return | 11.93% | 63.36%-51.4pp | 302.12%-290.2pp | 36.46%-24.5pp |
| Employer contribution / active EE | $510 | $319+59.8% | $914-44.2% | $2,529-79.8% |
| Participant deferral / active EE | $1,009 | $636+58.7% | $1,790-43.7% | $3,835-73.7% |
| Admin fee / account holder | $5,884 | $2,105+179.5% | $2,495+135.8% | $1,002+487.2% |