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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 | $36,614 | $60,128-39.1% | $90,440-59.5% | $79,852-54.1% |
| Participation rate | 67.9% | 65.0%+2.9pp | 72.7%-4.8pp | 69.6%-1.8pp |
| Annual return | 8.98% | 71.95%-63.0pp | 1294.38%-1285.4pp | 31.72%-22.7pp |
| Employer contribution / active EE | $552 | $2,068-73.3% | $3,263-83.1% | $2,471-77.7% |
| Participant deferral / active EE | $2,439 | $2,939-17.0% | $3,964-38.5% | $3,740-34.8% |
| Admin fee / account holder | $11,789 | $3,977+196.4% | $5,615+110.0% | $5,306+122.2% |