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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 | $24,140 | $80,812-70.1% | $160,784-85.0% | $82,448-70.7% |
| Participation rate | 66.7% | 66.2%+0.4pp | 77.0%-10.3pp | 68.1%-1.4pp |
| Annual return | 12.37% | 100.59%-88.2pp | 1803.92%-1791.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,146 | $2,174-47.3% | $3,733-69.3% | $2,551-55.1% |
| Participant deferral / active EE | $1,616 | $4,335-62.7% | $6,293-74.3% | $4,139-61.0% |
| Admin fee / account holder | $4,000 | $7,695-48.0% | $9,717-58.8% | $7,234-44.7% |