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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 | $35,427 | $48,570-27.1% | $130,660-72.9% | $72,975-51.5% |
| Participation rate | 60.0% | 58.6%+1.4pp | 71.7%-11.7pp | 69.5%-9.5pp |
| Annual return | 4.10% | 38.63%-34.5pp | 1709.29%-1705.2pp | 81.01%-76.9pp |
| Employer contribution / active EE | $351 | $1,334-73.7% | $4,092-91.4% | $2,440-85.6% |
| Participant deferral / active EE | $2,113 | $2,384-11.3% | $3,603-41.3% | $3,608-41.4% |
| Admin fee / account holder | $1,404 | $3,549-60.4% | $5,463-74.3% | $5,124-72.6% |