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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 | $26,608 | $53,128-49.9% | $86,582-69.3% | $70,126-62.1% |
| Participation rate | 67.9% | 65.3%+2.6pp | 73.5%-5.7pp | 69.5%-1.7pp |
| Annual return | 10.62% | 27.66%-17.0pp | 965.08%-954.5pp | 73.15%-62.5pp |
| Employer contribution / active EE | $889 | $2,068-57.0% | $2,839-68.7% | $2,343-62.0% |
| Participant deferral / active EE | $1,044 | $2,695-61.3% | $3,609-71.1% | $3,332-68.7% |
| Admin fee / account holder | $7,703 | $3,584+114.9% | $4,904+57.1% | $4,645+65.8% |