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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 | $23,922 | $36,948-35.3% | $73,658-67.5% | $87,485-72.7% |
| Participation rate | 48.6% | 46.8%+1.8pp | 57.0%-8.4pp | 68.9%-20.3pp |
| Annual return | 11.82% | 28.64%-16.8pp | 29.72%-17.9pp | 26.06%-14.2pp |
| Employer contribution / active EE | $842 | $670+25.6% | $1,032-18.5% | $2,596-67.6% |
| Participant deferral / active EE | $1,751 | $1,379+27.0% | $2,062-15.1% | $4,274-59.0% |
| Admin fee / account holder | $8,355 | $2,531+230.1% | $3,357+148.9% | $7,775+7.5% |