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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 | $63,009 | $100,139-37.1% | $85,187-26.0% | $145,884-56.8% |
| Participation rate | 44.4% | 74.1%-29.7pp | 67.5%-23.1pp | 80.3%-35.9pp |
| Annual return | 4.25% | 84.15%-79.9pp | 66.67%-62.4pp | 551.85%-547.6pp |
| Employer contribution / active EE | $690 | $3,238-78.7% | $2,732-74.7% | $4,662-85.2% |
| Participant deferral / active EE | $941 | $5,296-82.2% | $4,525-79.2% | $6,690-85.9% |
| Admin fee / account holder | $11,840 | $7,262+63.0% | $6,162+92.2% | $13,392-11.6% |