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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 | $26,676 | $103,008-74.1% | $90,304-70.5% | $152,897-82.6% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.5%-27.9pp |
| Annual return | 5.86% | 95.22%-89.4pp | 78.13%-72.3pp | 345.43%-339.6pp |
| Employer contribution / active EE | $522 | $3,139-83.4% | $2,855-81.7% | $4,764-89.0% |
| Participant deferral / active EE | $6,459 | $4,281+50.9% | $3,885+66.3% | $5,851+10.4% |
| Admin fee / account holder | $1,014 | $6,175-83.6% | $5,354-81.1% | $11,599-91.3% |