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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 | $29,968 | $56,431-46.9% | $130,788-77.1% | $87,485-65.7% |
| Participation rate | 43.9% | 58.9%-15.0pp | 70.1%-26.2pp | 68.9%-25.0pp |
| Annual return | 11.27% | 91.27%-80.0pp | 386.44%-375.2pp | 26.06%-14.8pp |
| Employer contribution / active EE | $766 | $1,549-50.5% | $3,558-78.5% | $2,596-70.5% |
| Participant deferral / active EE | $1,167 | $2,749-57.6% | $4,137-71.8% | $4,274-72.7% |
| Admin fee / account holder | $3,627 | $4,433-18.2% | $6,673-45.6% | $7,775-53.3% |