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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 | $58,234-34.9% | $81,783-53.7% | $80,874-53.1% |
| Participation rate | 64.3% | 63.4%+0.8pp | 72.4%-8.1pp | 67.6%-3.4pp |
| Annual return | 7.47% | 41.70%-34.2pp | 775.05%-767.6pp | 35.62%-28.1pp |
| Employer contribution / active EE | $412 | $2,341-82.4% | $2,913-85.9% | $2,756-85.0% |
| Participant deferral / active EE | $3,536 | $3,283+7.7% | $4,320-18.2% | $4,297-17.7% |
| Admin fee / account holder | $6,495 | $4,982+30.4% | $7,380-12.0% | $6,935-6.4% |