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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 | $26,291 | $60,139-56.3% | $90,461-70.9% | $79,856-67.1% |
| Participation rate | 53.6% | 65.0%-11.4pp | 72.7%-19.1pp | 69.6%-16.1pp |
| Annual return | 9.63% | 71.96%-62.3pp | 1294.76%-1285.1pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,028 | $2,069-2.0% | $3,264-37.9% | $2,471-17.9% |
| Participant deferral / active EE | $4,004 | $2,939+36.3% | $3,964+1.0% | $3,741+7.1% |
| Admin fee / account holder | $5,124 | $3,978+28.8% | $5,617-8.8% | $5,306-3.4% |