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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 | $42,678 | $111,785-61.8% | $93,669-54.4% | $145,877-70.7% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 7.10% | 203.79%-196.7pp | 133.59%-126.5pp | 551.28%-544.2pp |
| Employer contribution / active EE | $841 | $3,096-72.8% | $2,424-65.3% | $4,663-82.0% |
| Participant deferral / active EE | $2,482 | $4,919-49.5% | $4,416-43.8% | $6,691-62.9% |
| Admin fee / account holder | $23,779 | $10,256+131.9% | $8,291+186.8% | $13,402+77.4% |