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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 | $27,599 | $43,730-36.9% | $66,674-58.6% | $64,097-56.9% |
| Participation rate | 48.2% | 50.7%-2.5pp | 73.7%-25.5pp | 55.2%-7.0pp |
| Annual return | 7.90% | 53.62%-45.7pp | 321.24%-313.3pp | 34.64%-26.7pp |
| Employer contribution / active EE | $966 | $1,673-42.3% | $2,620-63.1% | $1,891-48.9% |
| Participant deferral / active EE | $1,209 | $2,122-43.0% | $4,084-70.4% | $3,080-60.7% |
| Admin fee / account holder | $5,907 | $2,708+118.2% | $5,098+15.9% | $3,454+71.0% |