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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 | $28,257 | $58,275-51.5% | $81,844-65.5% | $80,935-65.1% |
| Participation rate | 63.6% | 63.5%+0.2pp | 72.4%-8.7pp | 67.7%-4.0pp |
| Annual return | 7.40% | 41.82%-34.4pp | 778.87%-771.5pp | 35.66%-28.3pp |
| Employer contribution / active EE | $1,226 | $2,346-47.7% | $2,916-57.9% | $2,757-55.5% |
| Participant deferral / active EE | $1,934 | $3,285-41.1% | $4,323-55.3% | $4,299-55.0% |
| Admin fee / account holder | $404 | $4,749-91.5% | $7,355-94.5% | $6,924-94.2% |