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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 | $37,312 | $58,311-36.0% | $81,882-54.4% | $80,959-53.9% |
| Participation rate | 65.9% | 63.5%+2.4pp | 72.4%-6.5pp | 67.7%-1.8pp |
| Annual return | 10.52% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $802 | $2,347-65.8% | $2,916-72.5% | $2,757-70.9% |
| Participant deferral / active EE | $3,405 | $3,287+3.6% | $4,323-21.2% | $4,300-20.8% |
| Admin fee / account holder | $1,347 | $4,752-71.6% | $7,360-81.7% | $6,925-80.5% |