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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 | $40,467 | $70,684-42.7% | $169,390-76.1% | $75,173-46.2% |
| Participation rate | 58.0% | 64.8%-6.8pp | 77.2%-19.2pp | 67.2%-9.2pp |
| Annual return | 4.61% | 36.38%-31.8pp | 406.07%-401.5pp | 160.72%-156.1pp |
| Employer contribution / active EE | $614 | $2,211-72.2% | $4,013-84.7% | $2,671-77.0% |
| Participant deferral / active EE | $2,293 | $4,310-46.8% | $6,222-63.1% | $4,126-44.4% |
| Admin fee / account holder | $7,682 | $5,404+42.2% | $9,015-14.8% | $5,651+36.0% |