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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 | $32,291 | $53,063-39.1% | $124,206-74.0% | $82,637-60.9% |
| Participation rate | 59.5% | 58.4%+1.1pp | 69.6%-10.1pp | 68.1%-8.6pp |
| Annual return | 11.07% | 68.87%-57.8pp | 515.27%-504.2pp | 53.51%-42.4pp |
| Employer contribution / active EE | $971 | $1,530-36.5% | $3,540-72.6% | $2,552-61.9% |
| Participant deferral / active EE | $2,000 | $2,644-24.4% | $3,968-49.6% | $4,126-51.5% |
| Admin fee / account holder | $7,792 | $4,281+82.0% | $5,929+31.4% | $7,339+6.2% |