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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 | $58,932 | $63,346-7.0% | $92,240-36.1% | $70,126-16.0% |
| Participation rate | 53.8% | 68.7%-14.8pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 1.03% | 530.19%-529.2pp | 176.29%-175.3pp | 73.15%-72.1pp |
| Employer contribution / active EE | $783 | $2,471-68.3% | $3,680-78.7% | $2,343-66.6% |
| Participant deferral / active EE | $1,575 | $2,854-44.8% | $3,897-59.6% | $3,332-52.7% |
| Admin fee / account holder | $1,707 | $3,841-55.5% | $5,194-67.1% | $4,645-63.3% |