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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 | $48,800 | $49,891-2.2% | $80,607-39.5% | $75,181-35.1% |
| Participation rate | 63.9% | 55.3%+8.6pp | 67.0%-3.1pp | 67.2%-3.3pp |
| Annual return | 7.92% | 34.67%-26.8pp | 936.11%-928.2pp | 160.69%-152.8pp |
| Employer contribution / active EE | $705 | $1,698-58.5% | $2,724-74.1% | $2,671-73.6% |
| Participant deferral / active EE | $2,430 | $2,991-18.8% | $4,448-45.4% | $4,126-41.1% |
| Admin fee / account holder | $336 | $3,578-90.6% | $5,379-93.7% | $5,650-94.0% |