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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 | $34,942 | $58,311-40.1% | $81,882-57.3% | $80,959-56.8% |
| Participation rate | 58.9% | 63.5%-4.6pp | 72.4%-13.5pp | 67.7%-8.8pp |
| Annual return | 10.72% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $699 | $2,347-70.2% | $2,916-76.0% | $2,757-74.6% |
| Participant deferral / active EE | $2,958 | $3,287-10.0% | $4,323-31.6% | $4,300-31.2% |
| Admin fee / account holder | $516 | $4,752-89.1% | $7,360-93.0% | $6,925-92.5% |