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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 | $24,719 | $58,258-57.6% | $81,820-69.8% | $80,925-69.5% |
| Participation rate | 66.2% | 63.5%+2.7pp | 72.4%-6.2pp | 67.7%-1.5pp |
| Annual return | 9.83% | 41.76%-31.9pp | 777.93%-768.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,185 | $2,345-49.5% | $2,915-59.3% | $2,756-57.0% |
| Participant deferral / active EE | $2,061 | $3,284-37.2% | $4,323-52.3% | $4,299-52.1% |
| Admin fee / account holder | $3,817 | $4,976-23.3% | $7,391-48.4% | $6,940-45.0% |