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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 | $17,571 | $54,558-67.8% | $76,002-76.9% | $74,546-76.4% |
| Participation rate | 68.0% | 60.3%+7.7pp | 69.1%-1.1pp | 67.2%+0.8pp |
| Annual return | 8.81% | 31.83%-23.0pp | 360.07%-351.3pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $1,596 | $1,778-10.3% | $2,688-40.6% | $2,624-39.2% |
| Participant deferral / active EE | $1,429 | $3,065-53.4% | $4,257-66.4% | $4,347-67.1% |
| Admin fee / account holder | $1,950 | $2,232-12.6% | $6,414-69.6% | $1,944+0.3% |