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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 | $22,909 | $58,311-60.7% | $81,882-72.0% | $80,959-71.7% |
| Participation rate | 56.9% | 63.5%-6.6pp | 72.4%-15.5pp | 67.7%-10.8pp |
| Annual return | 9.15% | 41.85%-32.7pp | 779.47%-770.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $620 | $2,347-73.6% | $2,916-78.7% | $2,757-77.5% |
| Participant deferral / active EE | $2,486 | $3,287-24.4% | $4,323-42.5% | $4,300-42.2% |
| Admin fee / account holder | $3,492 | $4,752-26.5% | $7,360-52.6% | $6,925-49.6% |