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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 | $37,159 | $65,555-43.3% | $86,216-56.9% | $75,173-50.6% |
| Participation rate | 60.7% | 60.5%+0.2pp | 69.0%-8.2pp | 67.2%-6.5pp |
| Annual return | 9.48% | 46.07%-36.6pp | 1169.42%-1159.9pp | 160.72%-151.2pp |
| Employer contribution / active EE | $1,105 | $1,553-28.9% | $2,382-53.6% | $2,671-58.6% |
| Participant deferral / active EE | $2,039 | $3,023-32.6% | $3,986-48.9% | $4,126-50.6% |
| Admin fee / account holder | $4,206 | $5,469-23.1% | $6,853-38.6% | $5,651-25.6% |