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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 | $50,748 | $56,134-9.6% | $96,161-47.2% | $85,856-40.9% |
| Participation rate | 27.0% | 56.7%-29.7pp | 68.4%-41.4pp | 69.3%-42.3pp |
| Annual return | 11.45% | 42.30%-30.9pp | 192.01%-180.6pp | 318.58%-307.1pp |
| Employer contribution / active EE | $665 | $1,620-58.9% | $2,798-76.2% | $2,565-74.1% |
| Participant deferral / active EE | $1,091 | $2,858-61.8% | $4,349-74.9% | $3,952-72.4% |
| Admin fee / account holder | $2,222 | $3,769-41.0% | $5,538-59.9% | $6,261-64.5% |