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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 | $28,952 | $59,402-51.3% | $93,654-69.1% | $74,546-61.2% |
| Participation rate | 59.5% | 59.7%-0.1pp | 68.7%-9.2pp | 67.2%-7.7pp |
| Annual return | 8.52% | 81.86%-73.3pp | 133.34%-124.8pp | 1366.03%-1357.5pp |
| Employer contribution / active EE | $1,552 | $1,265+22.7% | $2,421-35.9% | $2,624-40.9% |
| Participant deferral / active EE | $2,713 | $3,049-11.0% | $4,413-38.5% | $4,347-37.6% |
| Admin fee / account holder | $2,969 | $3,023-1.8% | $8,282-64.2% | $1,944+52.8% |