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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 | $12,763 | $58,275-78.1% | $81,844-84.4% | $80,935-84.2% |
| Participation rate | 68.0% | 63.5%+4.5pp | 72.4%-4.4pp | 67.7%+0.3pp |
| Annual return | 10.51% | 41.82%-31.3pp | 778.87%-768.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,488 | $2,346-36.6% | $2,916-49.0% | $2,757-46.0% |
| Participant deferral / active EE | $1,546 | $3,285-52.9% | $4,323-64.2% | $4,299-64.0% |
| Admin fee / account holder | $7,917 | $4,749+66.7% | $7,355+7.6% | $6,924+14.3% |