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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 | $39,380 | $57,330-31.3% | $86,656-54.6% | $75,177-47.6% |
| Participation rate | 64.5% | 63.2%+1.3pp | 71.7%-7.2pp | 67.2%-2.7pp |
| Annual return | 10.92% | 2675.40%-2664.5pp | 593.09%-582.2pp | 160.75%-149.8pp |
| Employer contribution / active EE | $1,087 | $2,316-53.1% | $3,025-64.1% | $2,671-59.3% |
| Participant deferral / active EE | $1,480 | $3,320-55.4% | $4,439-66.7% | $4,126-64.1% |
| Admin fee / account holder | $2,029 | $4,115-50.7% | $5,619-63.9% | $5,651-64.1% |