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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 | $21,660 | $60,128-64.0% | $90,440-76.1% | $79,852-72.9% |
| Participation rate | 65.4% | 65.0%+0.4pp | 72.7%-7.3pp | 69.6%-4.3pp |
| Annual return | 3.08% | 71.95%-68.9pp | 1294.38%-1291.3pp | 31.72%-28.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,821 | $2,939+30.0% | $3,964-3.6% | $3,740+2.2% |
| Admin fee / account holder | $405 | $3,977-89.8% | $5,615-92.8% | $5,306-92.4% |