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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 | $36,756 | $58,311-37.0% | $81,882-55.1% | $80,959-54.6% |
| Participation rate | 62.1% | 63.5%-1.4pp | 72.4%-10.3pp | 67.7%-5.6pp |
| Annual return | 9.01% | 41.85%-32.8pp | 779.47%-770.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $851 | $2,347-63.7% | $2,916-70.8% | $2,757-69.1% |
| Participant deferral / active EE | $1,218 | $3,287-63.0% | $4,323-71.8% | $4,300-71.7% |
| Admin fee / account holder | $339 | $4,752-92.9% | $7,360-95.4% | $6,925-95.1% |