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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 | $58,258-45.9% | $81,820-61.5% | $80,925-61.1% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 9.76% | 41.76%-32.0pp | 777.93%-768.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $418 | $2,345-82.2% | $2,915-85.7% | $2,756-84.8% |
| Participant deferral / active EE | $996 | $3,284-69.7% | $4,323-77.0% | $4,299-76.8% |
| Admin fee / account holder | $6,187 | $4,976+24.3% | $7,391-16.3% | $6,940-10.8% |