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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 | $41,774 | $85,171-51.0% | $172,752-75.8% | $72,975-42.8% |
| Participation rate | 69.3% | 70.1%-0.7pp | 82.6%-13.3pp | 69.5%-0.2pp |
| Annual return | 15.24% | 27.32%-12.1pp | 802.97%-787.7pp | 81.01%-65.8pp |
| Employer contribution / active EE | $1,508 | $3,324-54.6% | $5,144-70.7% | $2,440-38.2% |
| Participant deferral / active EE | $1,406 | $3,260-56.9% | $5,198-73.0% | $3,608-61.0% |
| Admin fee / account holder | $523 | $5,880-91.1% | $13,955-96.3% | $5,124-89.8% |