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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 | $25,820 | $57,312-54.9% | $86,617-70.2% | $75,181-65.7% |
| Participation rate | 42.4% | 63.2%-20.8pp | 71.7%-29.3pp | 67.2%-24.8pp |
| Annual return | 8.72% | 2672.78%-2664.1pp | 591.91%-583.2pp | 160.69%-152.0pp |
| Employer contribution / active EE | $1,575 | $2,315-32.0% | $3,023-47.9% | $2,671-41.0% |
| Participant deferral / active EE | $2,973 | $3,319-10.4% | $4,437-33.0% | $4,126-27.9% |
| Admin fee / account holder | $1,443 | $4,114-64.9% | $5,613-74.3% | $5,650-74.5% |