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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 | $23,947 | $36,948-35.2% | $73,658-67.5% | $87,485-72.6% |
| Participation rate | 55.0% | 46.8%+8.2pp | 57.0%-2.0pp | 68.9%-13.9pp |
| Annual return | 10.82% | 28.64%-17.8pp | 29.72%-18.9pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,233 | $1,379+61.9% | $2,062+8.3% | $4,274-47.8% |
| Admin fee / account holder | $3,963 | $2,531+56.6% | $3,357+18.1% | $7,775-49.0% |