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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 | $37,181 | $55,437-32.9% | $155,534-76.1% | $74,459-50.1% |
| Participation rate | 64.5% | 61.9%+2.7pp | 78.2%-13.7pp | 67.2%-2.7pp |
| Annual return | 10.35% | 269.58%-259.2pp | 64.92%-54.6pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $719 | $2,266-68.3% | $4,675-84.6% | $2,626-72.6% |
| Participant deferral / active EE | $2,112 | $2,837-25.6% | $5,630-62.5% | $4,350-51.4% |
| Admin fee / account holder | $3,635 | $1,742+108.6% | $15,900-77.1% | $1,945+86.9% |