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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 | $21,215 | $53,128-60.1% | $86,582-75.5% | $70,126-69.7% |
| Participation rate | 68.2% | 65.3%+2.9pp | 73.5%-5.4pp | 69.5%-1.4pp |
| Annual return | 10.35% | 27.66%-17.3pp | 965.08%-954.7pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,186 | $2,068-42.6% | $2,839-58.2% | $2,343-49.4% |
| Participant deferral / active EE | $1,685 | $2,695-37.5% | $3,609-53.3% | $3,332-49.4% |
| Admin fee / account holder | $10,768 | $3,584+200.5% | $4,904+119.6% | $4,645+131.8% |