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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 | $40,906 | $93,345-56.2% | $119,126-65.7% | $87,485-53.2% |
| Participation rate | 68.5% | 68.7%-0.2pp | 75.8%-7.2pp | 68.9%-0.4pp |
| Annual return | 10.17% | 19.08%-8.9pp | 282.11%-271.9pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,215 | $3,172-61.7% | $4,034-69.9% | $2,596-53.2% |
| Participant deferral / active EE | $2,650 | $4,099-35.4% | $5,318-50.2% | $4,274-38.0% |
| Admin fee / account holder | $15,783 | $8,039+96.3% | $10,693+47.6% | $7,775+103.0% |