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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 | $33,649 | $65,566-48.7% | $86,235-61.0% | $75,177-55.2% |
| Participation rate | 62.0% | 60.5%+1.5pp | 69.0%-6.9pp | 67.2%-5.2pp |
| Annual return | 11.44% | 46.07%-34.6pp | 1170.03%-1158.6pp | 160.75%-149.3pp |
| Employer contribution / active EE | $1,254 | $1,553-19.3% | $2,381-47.3% | $2,671-53.0% |
| Participant deferral / active EE | $2,856 | $3,023-5.5% | $3,987-28.4% | $4,126-30.8% |
| Admin fee / account holder | $4,100 | $5,470-25.0% | $6,856-40.2% | $5,651-27.4% |