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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 | $32,848 | $58,311-43.7% | $81,882-59.9% | $80,959-59.4% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 7.82% | 41.85%-34.0pp | 779.47%-771.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $386 | $2,347-83.5% | $2,916-86.8% | $2,757-86.0% |
| Participant deferral / active EE | $773 | $3,287-76.5% | $4,323-82.1% | $4,300-82.0% |
| Admin fee / account holder | $4,170 | $4,752-12.3% | $7,360-43.3% | $6,925-39.8% |