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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 | $50,118 | $42,546+17.8% | $71,796-30.2% | $55,167-9.2% |
| Participation rate | 26.9% | 59.1%-32.2pp | 69.1%-42.2pp | 69.0%-42.1pp |
| Annual return | 5.14% | 12.36%-7.2pp | 78.04%-72.9pp | 169.23%-164.1pp |
| Employer contribution / active EE | $222 | $803-72.4% | $1,924-88.5% | $1,963-88.7% |
| Participant deferral / active EE | $2,264 | $2,064+9.7% | $2,794-19.0% | $3,054-25.9% |
| Admin fee / account holder | $11,223 | $650+1627.6% | $4,815+133.1% | $504+2127.2% |