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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 | $42,348 | $65,575-35.4% | $86,209-50.9% | $75,181-43.7% |
| Participation rate | 69.2% | 60.5%+8.7pp | 69.0%+0.3pp | 67.2%+2.0pp |
| Annual return | 12.35% | 46.07%-33.7pp | 1169.05%-1156.7pp | 160.69%-148.3pp |
| Employer contribution / active EE | $388 | $1,553-75.0% | $2,381-83.7% | $2,671-85.5% |
| Participant deferral / active EE | $1,849 | $3,023-38.9% | $3,986-53.6% | $4,126-55.2% |
| Admin fee / account holder | $2,814 | $5,470-48.6% | $6,853-58.9% | $5,650-50.2% |