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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 | $58,241-3.8% | $81,780-31.5% | $80,911-30.8% |
| Participation rate | 24.0% | 63.4%-39.4pp | 72.4%-48.4pp | 67.6%-43.6pp |
| Annual return | 9.88% | 41.73%-31.8pp | 776.27%-766.4pp | 35.63%-25.7pp |
| Employer contribution / active EE | $541 | $2,343-76.9% | $2,914-81.4% | $2,756-80.4% |
| Participant deferral / active EE | $2,057 | $3,283-37.3% | $4,321-52.4% | $4,297-52.1% |
| Admin fee / account holder | $6,264 | $4,973+26.0% | $7,384-15.2% | $6,935-9.7% |