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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 | $39,293 | $58,275-32.6% | $81,844-52.0% | $80,935-51.5% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 10.44% | 41.82%-31.4pp | 778.87%-768.4pp | 35.66%-25.2pp |
| Employer contribution / active EE | $852 | $2,346-63.7% | $2,916-70.8% | $2,757-69.1% |
| Participant deferral / active EE | $1,404 | $3,285-57.3% | $4,323-67.5% | $4,299-67.3% |
| Admin fee / account holder | $362 | $4,749-92.4% | $7,355-95.1% | $6,924-94.8% |