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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 | $30,726 | $58,726-47.7% | $142,898-78.5% | $85,851-64.2% |
| Participation rate | 66.1% | 58.5%+7.6pp | 72.0%-5.9pp | 69.3%-3.2pp |
| Annual return | 11.23% | 27.73%-16.5pp | 5639.64%-5628.4pp | 318.63%-307.4pp |
| Employer contribution / active EE | $521 | $1,424-63.4% | $4,146-87.4% | $2,565-79.7% |
| Participant deferral / active EE | $2,228 | $2,609-14.6% | $3,838-42.0% | $3,952-43.6% |
| Admin fee / account holder | $1,606 | $4,234-62.1% | $6,560-75.5% | $6,261-74.3% |