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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 | $23,157 | $29,733-22.1% | $56,025-58.7% | $80,959-71.4% |
| Participation rate | 56.0% | 41.7%+14.3pp | 52.5%+3.5pp | 67.7%-11.7pp |
| Annual return | 8.97% | 35.28%-26.3pp | 1712.69%-1703.7pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,308 | $672+94.7% | $1,042+25.5% | $2,757-52.6% |
| Participant deferral / active EE | $4,323 | $1,229+251.6% | $1,955+121.2% | $4,300+0.5% |
| Admin fee / account holder | $64,180 | $2,434+2537.3% | $2,828+2169.2% | $6,925+826.7% |