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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 | $19,467 | $65,440-70.3% | $98,506-80.2% | $85,851-77.3% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.7pp |
| Annual return | 6.36% | 21.75%-15.4pp | 1494.92%-1488.6pp | 318.63%-312.3pp |
| Employer contribution / active EE | $1,180 | $2,169-45.6% | $2,961-60.2% | $2,565-54.0% |
| Participant deferral / active EE | $1,399 | $3,168-55.8% | $4,277-67.3% | $3,952-64.6% |
| Admin fee / account holder | $3,624 | $4,596-21.1% | $5,955-39.1% | $6,261-42.1% |