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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 | $30,546 | $55,446-44.9% | $155,574-80.4% | $74,429-59.0% |
| Participation rate | 66.0% | 61.9%+4.1pp | 78.2%-12.2pp | 67.2%-1.2pp |
| Annual return | 9.63% | 269.20%-259.6pp | 64.87%-55.2pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $686 | $2,266-69.7% | $4,676-85.3% | $2,625-73.9% |
| Participant deferral / active EE | $1,753 | $2,836-38.2% | $5,629-68.9% | $4,348-59.7% |
| Admin fee / account holder | $2,689 | $1,743+54.3% | $15,914-83.1% | $1,944+38.3% |