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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 | $29,854 | $65,440-54.4% | $98,506-69.7% | $85,851-65.2% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.7pp |
| Annual return | 11.00% | 21.75%-10.7pp | 1494.92%-1483.9pp | 318.63%-307.6pp |
| Employer contribution / active EE | $1,325 | $2,169-38.9% | $2,961-55.3% | $2,565-48.4% |
| Participant deferral / active EE | $2,448 | $3,168-22.7% | $4,277-42.8% | $3,952-38.1% |
| Admin fee / account holder | $3,699 | $4,596-19.5% | $5,955-37.9% | $6,261-40.9% |