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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 | $27,652 | $55,437-50.1% | $155,534-82.2% | $74,459-62.9% |
| Participation rate | 67.0% | 61.9%+5.1pp | 78.2%-11.2pp | 67.2%-0.2pp |
| Annual return | 9.37% | 269.58%-260.2pp | 64.92%-55.6pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $436 | $2,266-80.8% | $4,675-90.7% | $2,626-83.4% |
| Participant deferral / active EE | $1,792 | $2,837-36.8% | $5,630-68.2% | $4,350-58.8% |
| Admin fee / account holder | $1,218 | $1,742-30.1% | $15,900-92.3% | $1,945-37.3% |