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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 | $26,166 | $103,000-74.6% | $90,300-71.0% | $152,885-82.9% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 3.75% | 95.19%-91.4pp | 78.11%-74.4pp | 345.39%-341.6pp |
| Employer contribution / active EE | $605 | $3,138-80.7% | $2,854-78.8% | $4,763-87.3% |
| Participant deferral / active EE | $967 | $4,281-77.4% | $3,884-75.1% | $5,851-83.5% |
| Admin fee / account holder | $4,511 | $6,173-26.9% | $5,353-15.7% | $11,598-61.1% |