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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 | $28,544 | $49,976-42.9% | $66,674-57.2% | $82,637-65.5% |
| Participation rate | 36.4% | 63.1%-26.7pp | 73.7%-37.3pp | 68.1%-31.7pp |
| Annual return | 11.98% | 39.09%-27.1pp | 321.24%-309.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $579 | $1,988-70.9% | $2,620-77.9% | $2,552-77.3% |
| Participant deferral / active EE | $1,835 | $2,847-35.5% | $4,084-55.1% | $4,126-55.5% |
| Admin fee / account holder | $1,440 | $4,594-68.6% | $5,098-71.7% | $7,339-80.4% |