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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 | $58,311-3.9% | $81,882-31.6% | $80,959-30.8% |
| Participation rate | 24.0% | 63.5%-39.5pp | 72.4%-48.4pp | 67.7%-43.7pp |
| Annual return | 9.88% | 41.85%-32.0pp | 779.47%-769.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $541 | $2,347-77.0% | $2,916-81.5% | $2,757-80.4% |
| Participant deferral / active EE | $2,057 | $3,287-37.4% | $4,323-52.4% | $4,300-52.2% |
| Admin fee / account holder | $6,264 | $4,752+31.8% | $7,360-14.9% | $6,925-9.5% |