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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 | $27,119 | $51,184-47.0% | $66,439-59.2% | $86,983-68.8% |
| Participation rate | 34.3% | 68.5%-34.2pp | 74.5%-40.2pp | 69.5%-35.2pp |
| Annual return | 9.53% | 17.07%-7.5pp | 757.66%-748.1pp | 25.83%-16.3pp |
| Employer contribution / active EE | $2,258 | $2,023+11.6% | $2,637-14.4% | $2,584-12.6% |
| Participant deferral / active EE | $3,540 | $2,927+20.9% | $3,876-8.7% | $4,194-15.6% |
| Admin fee / account holder | $1,545 | $4,154-62.8% | $6,173-75.0% | $7,856-80.3% |