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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 | $25,102 | $61,125-58.9% | $94,057-73.3% | $87,485-71.3% |
| Participation rate | 42.3% | 64.1%-21.8pp | 73.3%-31.0pp | 68.9%-26.6pp |
| Annual return | 11.24% | 35.20%-24.0pp | 480.62%-469.4pp | 26.06%-14.8pp |
| Employer contribution / active EE | $577 | $2,136-73.0% | $2,933-80.3% | $2,596-77.8% |
| Participant deferral / active EE | $1,092 | $3,260-66.5% | $4,709-76.8% | $4,274-74.5% |
| Admin fee / account holder | $5,744 | $5,629+2.1% | $7,244-20.7% | $7,775-26.1% |