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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 | $21,422 | $55,446-61.4% | $155,574-86.2% | $74,429-71.2% |
| Participation rate | 66.7% | 61.9%+4.8pp | 78.2%-11.5pp | 67.2%-0.5pp |
| Annual return | 7.80% | 269.20%-261.4pp | 64.87%-57.1pp | 1368.38%-1360.6pp |
| Employer contribution / active EE | $1,044 | $2,266-53.9% | $4,676-77.7% | $2,625-60.2% |
| Participant deferral / active EE | $1,302 | $2,836-54.1% | $5,629-76.9% | $4,348-70.0% |
| Admin fee / account holder | $9,745 | $1,743+459.1% | $15,914-38.8% | $1,944+401.2% |