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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 | $35,919 | $63,346-43.3% | $92,240-61.1% | $70,126-48.8% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 9.93% | 530.19%-520.3pp | 176.29%-166.4pp | 73.15%-63.2pp |
| Employer contribution / active EE | $737 | $2,471-70.2% | $3,680-80.0% | $2,343-68.6% |
| Participant deferral / active EE | $1,475 | $2,854-48.3% | $3,897-62.2% | $3,332-55.7% |
| Admin fee / account holder | $10,916 | $3,841+184.2% | $5,194+110.2% | $4,645+135.0% |