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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 | $58,033 | $56,431+2.8% | $130,788-55.6% | $87,485-33.7% |
| Participation rate | 18.8% | 58.9%-40.2pp | 70.1%-51.4pp | 68.9%-50.2pp |
| Annual return | 11.12% | 91.27%-80.2pp | 386.44%-375.3pp | 26.06%-14.9pp |
| Employer contribution / active EE | $608 | $1,549-60.7% | $3,558-82.9% | $2,596-76.6% |
| Participant deferral / active EE | $1,131 | $2,749-58.8% | $4,137-72.7% | $4,274-73.5% |
| Admin fee / account holder | $2,881 | $4,433-35.0% | $6,673-56.8% | $7,775-62.9% |