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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 | $46,078 | $101,618-54.7% | $93,063-50.5% | $137,256-66.4% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 10.26% | 223.95%-213.7pp | 34.15%-23.9pp | 220.34%-210.1pp |
| Employer contribution / active EE | $656 | $2,707-75.8% | $2,476-73.5% | $4,156-84.2% |
| Participant deferral / active EE | $770 | $4,279-82.0% | $3,958-80.5% | $6,407-88.0% |
| Admin fee / account holder | $28,801 | $6,198+364.6% | $6,033+377.4% | $12,270+134.7% |