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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 | $20,784 | $45,900-54.7% | $94,057-77.9% | $64,340-67.7% |
| Participation rate | 67.0% | 50.6%+16.4pp | 73.3%-6.4pp | 55.2%+11.7pp |
| Annual return | 8.20% | 50.47%-42.3pp | 480.62%-472.4pp | 24.14%-15.9pp |
| Employer contribution / active EE | $985 | $1,612-38.9% | $2,933-66.4% | $1,862-47.1% |
| Participant deferral / active EE | $1,068 | $2,102-49.2% | $4,709-77.3% | $2,980-64.2% |
| Admin fee / account holder | $2,673 | $3,143-15.0% | $7,244-63.1% | $3,703-27.8% |