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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 | $49,001 | $58,275-15.9% | $81,844-40.1% | $80,935-39.5% |
| Participation rate | 63.2% | 63.5%-0.2pp | 72.4%-9.1pp | 67.7%-4.4pp |
| Annual return | 10.29% | 41.82%-31.5pp | 778.87%-768.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,201 | $2,346-48.8% | $2,916-58.8% | $2,757-56.4% |
| Participant deferral / active EE | $1,934 | $3,285-41.1% | $4,323-55.3% | $4,299-55.0% |
| Admin fee / account holder | $1,881 | $4,749-60.4% | $7,355-74.4% | $6,924-72.8% |