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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 | $51,232 | $58,258-12.1% | $81,820-37.4% | $80,925-36.7% |
| Participation rate | 60.5% | 63.5%-2.9pp | 72.4%-11.9pp | 67.7%-7.1pp |
| Annual return | 10.07% | 41.76%-31.7pp | 777.93%-767.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $922 | $2,345-60.7% | $2,915-68.4% | $2,756-66.6% |
| Participant deferral / active EE | $2,337 | $3,284-28.8% | $4,323-45.9% | $4,299-45.6% |
| Admin fee / account holder | $386 | $4,976-92.2% | $7,391-94.8% | $6,940-94.4% |