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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 | $23,983 | $53,127-54.9% | $86,597-72.3% | $70,131-65.8% |
| Participation rate | 32.7% | 65.3%-32.6pp | 73.5%-40.9pp | 69.5%-36.8pp |
| Annual return | 5.37% | 27.66%-22.3pp | 964.96%-959.6pp | 73.14%-67.8pp |
| Employer contribution / active EE | $731 | $2,068-64.6% | $2,840-74.2% | $2,342-68.8% |
| Participant deferral / active EE | $1,313 | $2,696-51.3% | $3,609-63.6% | $3,332-60.6% |
| Admin fee / account holder | $1,994 | $3,585-44.4% | $4,906-59.4% | $4,645-57.1% |