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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 | $10,682 | $45,900-76.7% | $94,057-88.6% | $64,340-83.4% |
| Participation rate | 67.9% | 50.6%+17.3pp | 73.3%-5.5pp | 55.2%+12.6pp |
| Annual return | 8.99% | 50.47%-41.5pp | 480.62%-471.6pp | 24.14%-15.2pp |
| Employer contribution / active EE | $655 | $1,612-59.4% | $2,933-77.7% | $1,862-64.8% |
| Participant deferral / active EE | $1,472 | $2,102-30.0% | $4,709-68.7% | $2,980-50.6% |
| Admin fee / account holder | $1,585 | $3,143-49.6% | $7,244-78.1% | $3,703-57.2% |