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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 | $28,513 | $37,446-23.9% | $77,513-63.2% | $79,852-64.3% |
| Participation rate | 59.1% | 41.5%+17.6pp | 54.2%+4.9pp | 69.6%-10.5pp |
| Annual return | 3.29% | 39.76%-36.5pp | 54.81%-51.5pp | 31.72%-28.4pp |
| Employer contribution / active EE | $1,446 | $637+126.9% | $987+46.5% | $2,471-41.5% |
| Participant deferral / active EE | $2,505 | $1,261+98.7% | $1,861+34.6% | $3,740-33.0% |
| Admin fee / account holder | $8,061 | $2,506+221.6% | $2,859+181.9% | $5,306+51.9% |