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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 | $26,910 | $70,666-61.9% | $169,385-84.1% | $75,181-64.2% |
| Participation rate | 64.4% | 64.8%-0.4pp | 77.2%-12.8pp | 67.2%-2.8pp |
| Annual return | 12.78% | 36.37%-23.6pp | 405.82%-393.0pp | 160.69%-147.9pp |
| Employer contribution / active EE | $447 | $2,210-79.8% | $4,012-88.9% | $2,671-83.3% |
| Participant deferral / active EE | $2,173 | $4,308-49.6% | $6,221-65.1% | $4,126-47.3% |
| Admin fee / account holder | $1,302 | $5,402-75.9% | $9,011-85.6% | $5,650-77.0% |