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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 | $27,472 | $103,008-73.3% | $90,304-69.6% | $152,897-82.0% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 5.87% | 95.22%-89.4pp | 78.13%-72.3pp | 345.43%-339.6pp |
| Employer contribution / active EE | $1,198 | $3,139-61.8% | $2,855-58.0% | $4,764-74.9% |
| Participant deferral / active EE | $2,076 | $4,281-51.5% | $3,885-46.6% | $5,851-64.5% |
| Admin fee / account holder | $466 | $6,175-92.4% | $5,354-91.3% | $11,599-96.0% |