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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 | $36,501 | $34,316+6.4% | $74,723-51.2% | $72,976-50.0% |
| Participation rate | 45.0% | 42.4%+2.6pp | 54.5%-9.5pp | 69.5%-24.5pp |
| Annual return | 17.51% | 26.58%-9.1pp | 753.18%-735.7pp | 81.02%-63.5pp |
| Employer contribution / active EE | $367 | $692-47.0% | $1,084-66.2% | $2,440-85.0% |
| Participant deferral / active EE | $1,022 | $1,272-19.7% | $1,962-47.9% | $3,608-71.7% |
| Admin fee / account holder | $4,110 | $2,125+93.4% | $3,335+23.2% | $5,124-19.8% |