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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 | $58,234-12.0% | $81,783-37.4% | $80,874-36.7% |
| Participation rate | 60.5% | 63.4%-2.9pp | 72.4%-11.8pp | 67.6%-7.1pp |
| Annual return | 10.07% | 41.70%-31.6pp | 775.05%-765.0pp | 35.62%-25.5pp |
| Employer contribution / active EE | $922 | $2,341-60.6% | $2,913-68.3% | $2,756-66.5% |
| Participant deferral / active EE | $2,337 | $3,283-28.8% | $4,320-45.9% | $4,297-45.6% |
| Admin fee / account holder | $386 | $4,982-92.3% | $7,380-94.8% | $6,935-94.4% |