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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 | $25,534 | $58,311-56.2% | $81,882-68.8% | $80,959-68.5% |
| Participation rate | 28.1% | 63.5%-35.4pp | 72.4%-44.3pp | 67.7%-39.6pp |
| Annual return | 10.38% | 41.85%-31.5pp | 779.47%-769.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $952 | $2,347-59.4% | $2,916-67.3% | $2,757-65.5% |
| Participant deferral / active EE | $1,309 | $3,287-60.2% | $4,323-69.7% | $4,300-69.6% |
| Admin fee / account holder | $7,580 | $4,752+59.5% | $7,360+3.0% | $6,925+9.5% |