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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 | $29,151 | $72,071-59.6% | $68,368-57.4% | $137,256-78.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 10.39% | 353.14%-342.8pp | 292.57%-282.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $814 | $2,788-70.8% | $2,649-69.3% | $4,156-80.4% |
| Participant deferral / active EE | $1,290 | $4,410-70.7% | $4,123-68.7% | $6,407-79.9% |
| Admin fee / account holder | $6,282 | $5,336+17.7% | $5,150+22.0% | $12,270-48.8% |