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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 | $29,319-18.4% | $52,425-54.4% | $82,448-71.0% |
| Participation rate | 48.6% | 46.9%+1.8pp | 55.6%-7.0pp | 68.1%-19.4pp |
| Annual return | 11.82% | 535.20%-523.4pp | 302.12%-290.3pp | 41.64%-29.8pp |
| Employer contribution / active EE | $842 | $586+43.5% | $914-7.9% | $2,551-67.0% |
| Participant deferral / active EE | $1,751 | $1,171+49.5% | $1,790-2.2% | $4,139-57.7% |
| Admin fee / account holder | $8,355 | $1,962+325.8% | $2,495+234.9% | $7,234+15.5% |