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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 | $59,056 | $63,346-6.8% | $92,240-36.0% | $70,126-15.8% |
| Participation rate | 57.7% | 68.7%-11.0pp | 76.5%-18.8pp | 69.5%-11.8pp |
| Annual return | 9.84% | 530.19%-520.4pp | 176.29%-166.5pp | 73.15%-63.3pp |
| Employer contribution / active EE | $538 | $2,471-78.2% | $3,680-85.4% | $2,343-77.0% |
| Participant deferral / active EE | $2,000 | $2,854-29.9% | $3,897-48.7% | $3,332-40.0% |
| Admin fee / account holder | $665 | $3,841-82.7% | $5,194-87.2% | $4,645-85.7% |