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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 | $54,674-67.9% | $76,089-76.9% | $74,429-76.4% |
| Participation rate | 68.0% | 60.3%+7.6pp | 69.1%-1.1pp | 67.2%+0.7pp |
| Annual return | 8.81% | 31.89%-23.1pp | 360.94%-352.1pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $1,596 | $1,781-10.4% | $2,690-40.7% | $2,625-39.2% |
| Participant deferral / active EE | $1,429 | $3,071-53.5% | $4,259-66.5% | $4,348-67.1% |
| Admin fee / account holder | $1,950 | $2,238-12.9% | $6,418-69.6% | $1,944+0.3% |