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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 | $35,768 | $58,275-38.6% | $81,844-56.3% | $80,935-55.8% |
| Participation rate | 68.2% | 63.5%+4.7pp | 72.4%-4.2pp | 67.7%+0.5pp |
| Annual return | 9.23% | 41.82%-32.6pp | 778.87%-769.6pp | 35.66%-26.4pp |
| Employer contribution / active EE | $822 | $2,346-65.0% | $2,916-71.8% | $2,757-70.2% |
| Participant deferral / active EE | $2,074 | $3,285-36.9% | $4,323-52.0% | $4,299-51.8% |
| Admin fee / account holder | $5,386 | $4,749+13.4% | $7,355-26.8% | $6,924-22.2% |