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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 | $33,830 | $59,456-43.1% | $93,669-63.9% | $74,429-54.5% |
| Participation rate | 61.2% | 59.6%+1.5pp | 68.7%-7.6pp | 67.2%-6.1pp |
| Annual return | 10.43% | 82.00%-71.6pp | 133.59%-123.2pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $901 | $1,266-28.8% | $2,424-62.8% | $2,625-65.7% |
| Participant deferral / active EE | $3,307 | $3,052+8.4% | $4,416-25.1% | $4,348-24.0% |
| Admin fee / account holder | $1,931 | $3,026-36.2% | $8,291-76.7% | $1,944-0.7% |