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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 | $33,274 | $58,234-42.9% | $81,783-59.3% | $80,874-58.9% |
| Participation rate | 47.2% | 63.4%-16.2pp | 72.4%-25.1pp | 67.6%-20.4pp |
| Annual return | 9.57% | 41.70%-32.1pp | 775.05%-765.5pp | 35.62%-26.0pp |
| Employer contribution / active EE | $462 | $2,341-80.3% | $2,913-84.1% | $2,756-83.2% |
| Participant deferral / active EE | $1,449 | $3,283-55.9% | $4,320-66.5% | $4,297-66.3% |
| Admin fee / account holder | $5,817 | $4,982+16.8% | $7,380-21.2% | $6,935-16.1% |