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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 | $8,817 | $49,896-82.3% | $80,627-89.1% | $75,173-88.3% |
| Participation rate | 56.0% | 55.3%+0.7pp | 67.0%-11.0pp | 67.2%-11.2pp |
| Annual return | 13.98% | 34.67%-20.7pp | 936.76%-922.8pp | 160.72%-146.7pp |
| Employer contribution / active EE | $999 | $1,699-41.2% | $2,723-63.3% | $2,671-62.6% |
| Participant deferral / active EE | $2,303 | $2,992-23.0% | $4,443-48.2% | $4,126-44.2% |
| Admin fee / account holder | $5,233 | $3,578+46.3% | $5,381-2.7% | $5,651-7.4% |