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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 | $20,730 | $106,008-80.4% | $92,240-77.5% | $147,586-86.0% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 6.27% | 50.05%-43.8pp | 176.29%-170.0pp | 578.59%-572.3pp |
| Employer contribution / active EE | $1,748 | $4,333-59.7% | $3,680-52.5% | $4,876-64.2% |
| Participant deferral / active EE | $4,680 | $4,478+4.5% | $3,897+20.1% | $5,439-14.0% |
| Admin fee / account holder | $741 | $6,333-88.3% | $5,194-85.7% | $10,886-93.2% |