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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 | $28,862 | $57,312-49.6% | $86,617-66.7% | $75,181-61.6% |
| Participation rate | 68.8% | 63.2%+5.6pp | 71.7%-3.0pp | 67.2%+1.6pp |
| Annual return | 10.86% | 2672.78%-2661.9pp | 591.91%-581.1pp | 160.69%-149.8pp |
| Employer contribution / active EE | $1,542 | $2,315-33.4% | $3,023-49.0% | $2,671-42.3% |
| Participant deferral / active EE | $1,237 | $3,319-62.7% | $4,437-72.1% | $4,126-70.0% |
| Admin fee / account holder | $1,767 | $4,114-57.1% | $5,613-68.5% | $5,650-68.7% |