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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 | $29,029 | $60,128-51.7% | $90,440-67.9% | $79,852-63.6% |
| Participation rate | 63.5% | 65.0%-1.5pp | 72.7%-9.2pp | 69.6%-6.2pp |
| Annual return | 9.34% | 71.95%-62.6pp | 1294.38%-1285.0pp | 31.72%-22.4pp |
| Employer contribution / active EE | $525 | $2,068-74.6% | $3,263-83.9% | $2,471-78.7% |
| Participant deferral / active EE | $1,103 | $2,939-62.5% | $3,964-72.2% | $3,740-70.5% |
| Admin fee / account holder | $5,907 | $3,977+48.5% | $5,615+5.2% | $5,306+11.3% |