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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 | $22,481 | $58,258-61.4% | $81,820-72.5% | $80,925-72.2% |
| Participation rate | 40.3% | 63.5%-23.2pp | 72.4%-32.1pp | 67.7%-27.4pp |
| Annual return | 8.39% | 41.76%-33.4pp | 777.93%-769.5pp | 35.65%-27.3pp |
| Employer contribution / active EE | $343 | $2,345-85.4% | $2,915-88.2% | $2,756-87.6% |
| Participant deferral / active EE | $1,164 | $3,284-64.5% | $4,323-73.1% | $4,299-72.9% |
| Admin fee / account holder | $3,120 | $4,976-37.3% | $7,391-57.8% | $6,940-55.1% |