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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 | $54,584 | $72,071-24.3% | $68,368-20.2% | $137,256-60.2% |
| Participation rate | 26.7% | 76.2%-49.6pp | 73.8%-47.1pp | 80.0%-53.3pp |
| Annual return | 10.43% | 353.14%-342.7pp | 292.57%-282.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $595 | $2,788-78.7% | $2,649-77.5% | $4,156-85.7% |
| Participant deferral / active EE | $744 | $4,410-83.1% | $4,123-82.0% | $6,407-88.4% |
| Admin fee / account holder | $27,671 | $5,336+418.6% | $5,150+437.3% | $12,270+125.5% |