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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 | $17,234 | $49,896-65.5% | $80,627-78.6% | $75,173-77.1% |
| Participation rate | 64.0% | 55.3%+8.7pp | 67.0%-3.0pp | 67.2%-3.2pp |
| Annual return | 6.29% | 34.67%-28.4pp | 936.76%-930.5pp | 160.72%-154.4pp |
| Employer contribution / active EE | $1,800 | $1,699+6.0% | $2,723-33.9% | $2,671-32.6% |
| Participant deferral / active EE | $5,260 | $2,992+75.8% | $4,443+18.4% | $4,126+27.5% |
| Admin fee / account holder | $11,721 | $3,578+227.6% | $5,381+117.8% | $5,651+107.4% |