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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 | $37,895 | $58,311-35.0% | $81,882-53.7% | $80,959-53.2% |
| Participation rate | 64.3% | 63.5%+0.8pp | 72.4%-8.1pp | 67.7%-3.4pp |
| Annual return | 7.47% | 41.85%-34.4pp | 779.47%-772.0pp | 35.67%-28.2pp |
| Employer contribution / active EE | $412 | $2,347-82.4% | $2,916-85.9% | $2,757-85.1% |
| Participant deferral / active EE | $3,536 | $3,287+7.6% | $4,323-18.2% | $4,300-17.8% |
| Admin fee / account holder | $6,495 | $4,752+36.7% | $7,360-11.8% | $6,925-6.2% |