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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 | $33,244 | $49,891-33.4% | $80,607-58.8% | $75,181-55.8% |
| Participation rate | 62.5% | 55.3%+7.2pp | 67.0%-4.5pp | 67.2%-4.7pp |
| Annual return | 13.71% | 34.67%-21.0pp | 936.11%-922.4pp | 160.69%-147.0pp |
| Employer contribution / active EE | $801 | $1,698-52.9% | $2,724-70.6% | $2,671-70.0% |
| Participant deferral / active EE | $2,370 | $2,991-20.8% | $4,448-46.7% | $4,126-42.6% |
| Admin fee / account holder | $1,435 | $3,578-59.9% | $5,379-73.3% | $5,650-74.6% |