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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 | $36,968 | $51,638-28.4% | $68,368-45.9% | $82,448-55.2% |
| Participation rate | 47.1% | 63.6%-16.6pp | 73.8%-26.7pp | 68.1%-21.0pp |
| Annual return | 13.04% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $260 | $2,047-87.3% | $2,649-90.2% | $2,551-89.8% |
| Participant deferral / active EE | $1,333 | $2,914-54.3% | $4,123-67.7% | $4,139-67.8% |
| Admin fee / account holder | $1,872 | $4,643-59.7% | $5,150-63.7% | $7,234-74.1% |