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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 | $15,471 | $57,305-73.0% | $86,640-82.1% | $75,173-79.4% |
| Participation rate | 68.6% | 63.2%+5.4pp | 71.7%-3.1pp | 67.2%+1.4pp |
| Annual return | 7.36% | 2674.24%-2666.9pp | 592.52%-585.2pp | 160.72%-153.4pp |
| Employer contribution / active EE | $743 | $2,316-67.9% | $3,024-75.4% | $2,671-72.2% |
| Participant deferral / active EE | $880 | $3,320-73.5% | $4,438-80.2% | $4,126-78.7% |
| Admin fee / account holder | $2,658 | $4,116-35.4% | $5,616-52.7% | $5,651-53.0% |