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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 | $58,311-64.9% | $81,882-75.0% | $80,959-74.7% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 10.49% | 41.85%-31.4pp | 779.47%-769.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $825 | $2,347-64.8% | $2,916-71.7% | $2,757-70.1% |
| Participant deferral / active EE | $1,839 | $3,287-44.0% | $4,323-57.5% | $4,300-57.2% |
| Admin fee / account holder | $822 | $4,752-82.7% | $7,360-88.8% | $6,925-88.1% |