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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 | $42,792 | $58,311-26.6% | $81,882-47.7% | $80,959-47.1% |
| Participation rate | 54.0% | 63.5%-9.5pp | 72.4%-18.4pp | 67.7%-13.7pp |
| Annual return | 9.36% | 41.85%-32.5pp | 779.47%-770.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $722 | $2,347-69.2% | $2,916-75.2% | $2,757-73.8% |
| Participant deferral / active EE | $932 | $3,287-71.7% | $4,323-78.4% | $4,300-78.3% |
| Admin fee / account holder | $6,234 | $4,752+31.2% | $7,360-15.3% | $6,925-10.0% |