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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 | $57,305-49.6% | $86,640-66.7% | $75,173-61.6% |
| Participation rate | 68.8% | 63.2%+5.5pp | 71.7%-3.0pp | 67.2%+1.5pp |
| Annual return | 10.86% | 2674.24%-2663.4pp | 592.52%-581.7pp | 160.72%-149.9pp |
| Employer contribution / active EE | $1,542 | $2,316-33.4% | $3,024-49.0% | $2,671-42.3% |
| Participant deferral / active EE | $1,237 | $3,320-62.7% | $4,438-72.1% | $4,126-70.0% |
| Admin fee / account holder | $1,767 | $4,116-57.1% | $5,616-68.5% | $5,651-68.7% |