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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 | $26,407 | $51,638-48.9% | $68,368-61.4% | $82,448-68.0% |
| Participation rate | 53.3% | 63.6%-10.3pp | 73.8%-20.4pp | 68.1%-14.7pp |
| Annual return | 13.18% | 37.53%-24.3pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $744 | $2,047-63.6% | $2,649-71.9% | $2,551-70.8% |
| Participant deferral / active EE | $2,336 | $2,914-19.8% | $4,123-43.3% | $4,139-43.6% |
| Admin fee / account holder | $508 | $4,643-89.1% | $5,150-90.1% | $7,234-93.0% |