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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 | $31,519 | $58,234-45.9% | $81,783-61.5% | $80,874-61.0% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 9.76% | 41.70%-31.9pp | 775.05%-765.3pp | 35.62%-25.9pp |
| Employer contribution / active EE | $418 | $2,341-82.1% | $2,913-85.6% | $2,756-84.8% |
| Participant deferral / active EE | $996 | $3,283-69.7% | $4,320-76.9% | $4,297-76.8% |
| Admin fee / account holder | $6,187 | $4,982+24.2% | $7,380-16.2% | $6,935-10.8% |