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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 | $47,746 | $58,241-18.0% | $81,780-41.6% | $80,911-41.0% |
| Participation rate | 66.7% | 63.4%+3.2pp | 72.4%-5.7pp | 67.6%-1.0pp |
| Annual return | 9.20% | 41.73%-32.5pp | 776.27%-767.1pp | 35.63%-26.4pp |
| Employer contribution / active EE | $1,276 | $2,343-45.5% | $2,914-56.2% | $2,756-53.7% |
| Participant deferral / active EE | $1,400 | $3,283-57.3% | $4,321-67.6% | $4,297-67.4% |
| Admin fee / account holder | $2,510 | $4,973-49.5% | $7,384-66.0% | $6,935-63.8% |