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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 | $63,086 | $65,961-4.4% | $180,320-65.0% | $94,015-32.9% |
| Participation rate | 32.9% | 61.3%-28.3pp | 71.5%-38.6pp | 70.8%-37.9pp |
| Annual return | 6.34% | 14.27%-7.9pp | 778.54%-772.2pp | 17.84%-11.5pp |
| Employer contribution / active EE | $889 | $1,737-48.8% | $4,108-78.4% | $2,790-68.1% |
| Participant deferral / active EE | $1,650 | $3,003-45.1% | $4,304-61.7% | $4,249-61.2% |
| Admin fee / account holder | $5,628 | $4,901+14.8% | $10,000-43.7% | $8,951-37.1% |