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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 | $26,338 | $58,311-54.8% | $81,882-67.8% | $80,959-67.5% |
| Participation rate | 67.6% | 63.5%+4.2pp | 72.4%-4.7pp | 67.7%0pp |
| Annual return | 7.70% | 41.85%-34.1pp | 779.47%-771.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $2,646 | $2,347+12.7% | $2,916-9.3% | $2,757-4.0% |
| Participant deferral / active EE | $3,563 | $3,287+8.4% | $4,323-17.6% | $4,300-17.1% |
| Admin fee / account holder | $1,194 | $4,752-74.9% | $7,360-83.8% | $6,925-82.8% |