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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 | $31,024 | $63,346-51.0% | $92,240-66.4% | $70,126-55.8% |
| Participation rate | 52.5% | 68.7%-16.1pp | 76.5%-23.9pp | 69.5%-17.0pp |
| Annual return | 11.40% | 530.19%-518.8pp | 176.29%-164.9pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,226 | $2,471-50.4% | $3,680-66.7% | $2,343-47.6% |
| Participant deferral / active EE | $1,717 | $2,854-39.8% | $3,897-55.9% | $3,332-48.5% |
| Admin fee / account holder | $348 | $3,841-90.9% | $5,194-93.3% | $4,645-92.5% |