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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 | $30,063 | $58,311-48.4% | $81,882-63.3% | $80,959-62.9% |
| Participation rate | 45.3% | 63.5%-18.2pp | 72.4%-27.1pp | 67.7%-22.4pp |
| Annual return | 9.86% | 41.85%-32.0pp | 779.47%-769.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $369 | $2,347-84.3% | $2,916-87.4% | $2,757-86.6% |
| Participant deferral / active EE | $2,492 | $3,287-24.2% | $4,323-42.4% | $4,300-42.1% |
| Admin fee / account holder | $4,726 | $4,752-0.5% | $7,360-35.8% | $6,925-31.8% |