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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 | $58,241-26.5% | $81,780-47.7% | $80,911-47.1% |
| Participation rate | 54.0% | 63.4%-9.4pp | 72.4%-18.4pp | 67.6%-13.6pp |
| Annual return | 9.36% | 41.73%-32.4pp | 776.27%-766.9pp | 35.63%-26.3pp |
| Employer contribution / active EE | $722 | $2,343-69.2% | $2,914-75.2% | $2,756-73.8% |
| Participant deferral / active EE | $932 | $3,283-71.6% | $4,321-78.4% | $4,297-78.3% |
| Admin fee / account holder | $6,234 | $4,973+25.4% | $7,384-15.6% | $6,935-10.1% |