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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 | $24,366 | $47,105-48.3% | $68,368-64.4% | $67,986-64.2% |
| Participation rate | 36.4% | 51.8%-15.3pp | 73.8%-37.3pp | 57.2%-20.8pp |
| Annual return | 11.89% | 48.37%-36.5pp | 292.57%-280.7pp | 31.67%-19.8pp |
| Employer contribution / active EE | $934 | $1,859-49.7% | $2,649-64.7% | $2,019-53.7% |
| Participant deferral / active EE | $528 | $2,374-77.8% | $4,123-87.2% | $3,358-84.3% |
| Admin fee / account holder | $541 | $2,435-77.8% | $5,150-89.5% | $3,203-83.1% |