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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 | $58,241-40.0% | $81,780-57.3% | $80,911-56.8% |
| Participation rate | 58.9% | 63.4%-4.6pp | 72.4%-13.5pp | 67.6%-8.8pp |
| Annual return | 10.72% | 41.73%-31.0pp | 776.27%-765.5pp | 35.63%-24.9pp |
| Employer contribution / active EE | $699 | $2,343-70.2% | $2,914-76.0% | $2,756-74.6% |
| Participant deferral / active EE | $2,958 | $3,283-9.9% | $4,321-31.5% | $4,297-31.2% |
| Admin fee / account holder | $516 | $4,973-89.6% | $7,384-93.0% | $6,935-92.6% |