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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 | $10,177 | $29,667-65.7% | $56,441-82.0% | $80,874-87.4% |
| Participation rate | 43.6% | 41.7%+1.9pp | 52.5%-8.9pp | 67.6%-24.1pp |
| Annual return | 7.49% | 35.22%-27.7pp | 1704.21%-1696.7pp | 35.62%-28.1pp |
| Employer contribution / active EE | $616 | $669-8.0% | $1,039-40.8% | $2,756-77.7% |
| Participant deferral / active EE | $1,100 | $1,227-10.3% | $1,953-43.7% | $4,297-74.4% |
| Admin fee / account holder | $1,736 | $2,429-28.5% | $2,829-38.6% | $6,935-75.0% |