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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 | $15,888 | $27,936-43.1% | $58,561-72.9% | $75,173-78.9% |
| Participation rate | 53.5% | 38.8%+14.6pp | 50.9%+2.6pp | 67.2%-13.7pp |
| Annual return | 14.90% | 44.21%-29.3pp | 4251.33%-4236.4pp | 160.72%-145.8pp |
| Employer contribution / active EE | $277 | $670-58.6% | $1,053-73.7% | $2,671-89.6% |
| Participant deferral / active EE | $1,503 | $1,202+25.0% | $1,923-21.9% | $4,126-63.6% |
| Admin fee / account holder | $2,915 | $1,727+68.8% | $2,520+15.7% | $5,651-48.4% |