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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 | $56,018 | $58,258-3.8% | $81,820-31.5% | $80,925-30.8% |
| Participation rate | 24.0% | 63.5%-39.5pp | 72.4%-48.4pp | 67.7%-43.7pp |
| Annual return | 9.88% | 41.76%-31.9pp | 777.93%-768.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $541 | $2,345-77.0% | $2,915-81.5% | $2,756-80.4% |
| Participant deferral / active EE | $2,057 | $3,284-37.4% | $4,323-52.4% | $4,299-52.1% |
| Admin fee / account holder | $6,264 | $4,976+25.9% | $7,391-15.2% | $6,940-9.7% |