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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 | $25,322 | $51,638-51.0% | $68,368-63.0% | $82,448-69.3% |
| Participation rate | 68.0% | 63.6%+4.4pp | 73.8%-5.8pp | 68.1%-0.1pp |
| Annual return | 12.31% | 37.53%-25.2pp | 292.57%-280.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $496 | $2,047-75.8% | $2,649-81.3% | $2,551-80.6% |
| Participant deferral / active EE | $4,520 | $2,914+55.1% | $4,123+9.6% | $4,139+9.2% |
| Admin fee / account holder | $8,270 | $4,643+78.1% | $5,150+60.6% | $7,234+14.3% |