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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 | $28,764 | $65,555-56.1% | $86,216-66.6% | $75,173-61.7% |
| Participation rate | 53.3% | 60.5%-7.2pp | 69.0%-15.6pp | 67.2%-13.9pp |
| Annual return | 12.16% | 46.07%-33.9pp | 1169.42%-1157.3pp | 160.72%-148.6pp |
| Employer contribution / active EE | $964 | $1,553-37.9% | $2,382-59.5% | $2,671-63.9% |
| Participant deferral / active EE | $2,714 | $3,023-10.2% | $3,986-31.9% | $4,126-34.2% |
| Admin fee / account holder | $4,411 | $5,469-19.3% | $6,853-35.6% | $5,651-21.9% |