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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 | $26,116 | $22,602+15.5% | $65,328-60.0% | $75,181-65.3% |
| Participation rate | 64.1% | 63.1%+1.0pp | 64.9%-0.8pp | 67.2%-3.1pp |
| Annual return | 11.17% | 71.13%-60.0pp | 47.39%-36.2pp | 160.69%-149.5pp |
| Employer contribution / active EE | $461 | $941-51.0% | $1,692-72.7% | $2,671-82.7% |
| Participant deferral / active EE | $2,061 | $1,695+21.6% | $2,832-27.2% | $4,126-50.1% |
| Admin fee / account holder | $10,175 | $1,877+442.0% | $4,116+147.2% | $5,650+80.1% |