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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 | $58,241-15.9% | $81,780-40.1% | $80,911-39.4% |
| Participation rate | 63.2% | 63.4%-0.2pp | 72.4%-9.1pp | 67.6%-4.4pp |
| Annual return | 10.29% | 41.73%-31.4pp | 776.27%-766.0pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,201 | $2,343-48.8% | $2,914-58.8% | $2,756-56.4% |
| Participant deferral / active EE | $1,934 | $3,283-41.1% | $4,321-55.2% | $4,297-55.0% |
| Admin fee / account holder | $1,881 | $4,973-62.2% | $7,384-74.5% | $6,935-72.9% |