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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 | $29,286 | $29,733-1.5% | $56,025-47.7% | $80,959-63.8% |
| Participation rate | 48.8% | 41.7%+7.1pp | 52.5%-3.7pp | 67.7%-18.8pp |
| Annual return | 7.64% | 35.28%-27.6pp | 1712.69%-1705.0pp | 35.67%-28.0pp |
| Employer contribution / active EE | $545 | $672-18.9% | $1,042-47.7% | $2,757-80.2% |
| Participant deferral / active EE | $1,577 | $1,229+28.3% | $1,955-19.3% | $4,300-63.3% |
| Admin fee / account holder | $6,203 | $2,434+154.9% | $2,828+119.3% | $6,925-10.4% |