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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 | $25,049 | $149,040-83.2% | $120,225-79.2% | $137,256-81.8% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 9.49% | 605.68%-596.2pp | 439.23%-429.7pp | 220.34%-210.9pp |
| Employer contribution / active EE | $321 | $4,350-92.6% | $3,475-90.8% | $4,156-92.3% |
| Participant deferral / active EE | $1,607 | $4,655-65.5% | $3,999-59.8% | $6,407-74.9% |
| Admin fee / account holder | $440 | $6,348-93.1% | $5,696-92.3% | $12,270-96.4% |