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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 | $46,851 | $58,258-19.6% | $81,820-42.7% | $80,925-42.1% |
| Participation rate | 27.0% | 63.5%-36.4pp | 72.4%-45.4pp | 67.7%-40.6pp |
| Annual return | 5.92% | 41.76%-35.8pp | 777.93%-772.0pp | 35.65%-29.7pp |
| Employer contribution / active EE | $586 | $2,345-75.0% | $2,915-79.9% | $2,756-78.7% |
| Participant deferral / active EE | $1,032 | $3,284-68.6% | $4,323-76.1% | $4,299-76.0% |
| Admin fee / account holder | $2,016 | $4,976-59.5% | $7,391-72.7% | $6,940-70.9% |