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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 | $30,963 | $60,139-48.5% | $90,461-65.8% | $79,856-61.2% |
| Participation rate | 68.1% | 65.0%+3.1pp | 72.7%-4.6pp | 69.6%-1.6pp |
| Annual return | 5.73% | 71.96%-66.2pp | 1294.76%-1289.0pp | 31.71%-26.0pp |
| Employer contribution / active EE | $1,304 | $2,069-37.0% | $3,264-60.0% | $2,471-47.2% |
| Participant deferral / active EE | $3,105 | $2,939+5.7% | $3,964-21.7% | $3,741-17.0% |
| Admin fee / account holder | $5,812 | $3,978+46.1% | $5,617+3.5% | $5,306+9.5% |