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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 | $23,097 | $53,128-56.5% | $86,582-73.3% | $70,126-67.1% |
| Participation rate | 69.7% | 65.3%+4.4pp | 73.5%-3.8pp | 69.5%+0.2pp |
| Annual return | 9.36% | 27.66%-18.3pp | 965.08%-955.7pp | 73.15%-63.8pp |
| Employer contribution / active EE | $1,103 | $2,068-46.7% | $2,839-61.2% | $2,343-52.9% |
| Participant deferral / active EE | $1,149 | $2,695-57.4% | $3,609-68.2% | $3,332-65.5% |
| Admin fee / account holder | $525 | $3,584-85.4% | $4,904-89.3% | $4,645-88.7% |