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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 | $58,234-48.4% | $81,783-63.2% | $80,874-62.8% |
| Participation rate | 45.3% | 63.4%-18.2pp | 72.4%-27.1pp | 67.6%-22.4pp |
| Annual return | 9.86% | 41.70%-31.8pp | 775.05%-765.2pp | 35.62%-25.8pp |
| Employer contribution / active EE | $369 | $2,341-84.2% | $2,913-87.3% | $2,756-86.6% |
| Participant deferral / active EE | $2,492 | $3,283-24.1% | $4,320-42.3% | $4,297-42.0% |
| Admin fee / account holder | $4,726 | $4,982-5.1% | $7,380-36.0% | $6,935-31.8% |