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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 | $35,853 | $65,566-45.3% | $86,235-58.4% | $75,177-52.3% |
| Participation rate | 69.2% | 60.5%+8.7pp | 69.0%+0.3pp | 67.2%+2.0pp |
| Annual return | 11.06% | 46.07%-35.0pp | 1170.03%-1159.0pp | 160.75%-149.7pp |
| Employer contribution / active EE | $852 | $1,553-45.1% | $2,381-64.2% | $2,671-68.1% |
| Participant deferral / active EE | $2,596 | $3,023-14.1% | $3,987-34.9% | $4,126-37.1% |
| Admin fee / account holder | $427 | $5,470-92.2% | $6,856-93.8% | $5,651-92.4% |