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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 | $39,530 | $63,346-37.6% | $92,240-57.1% | $70,126-43.6% |
| Participation rate | 68.1% | 68.7%-0.6pp | 76.5%-8.4pp | 69.5%-1.5pp |
| Annual return | 12.37% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,291 | $2,471-47.8% | $3,680-64.9% | $2,343-44.9% |
| Participant deferral / active EE | $2,425 | $2,854-15.0% | $3,897-37.8% | $3,332-27.2% |
| Admin fee / account holder | $647 | $3,841-83.2% | $5,194-87.5% | $4,645-86.1% |