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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 | $20,492 | $58,234-64.8% | $81,783-74.9% | $80,874-74.7% |
| Participation rate | 66.7% | 63.4%+3.2pp | 72.4%-5.7pp | 67.6%-1.0pp |
| Annual return | 10.49% | 41.70%-31.2pp | 775.05%-764.6pp | 35.62%-25.1pp |
| Employer contribution / active EE | $825 | $2,341-64.7% | $2,913-71.7% | $2,756-70.0% |
| Participant deferral / active EE | $1,839 | $3,283-44.0% | $4,320-57.4% | $4,297-57.2% |
| Admin fee / account holder | $822 | $4,982-83.5% | $7,380-88.9% | $6,935-88.2% |