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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 | $34,699 | $58,311-40.5% | $81,882-57.6% | $80,959-57.1% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 9.60% | 41.85%-32.3pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $552 | $2,347-76.5% | $2,916-81.1% | $2,757-80.0% |
| Participant deferral / active EE | $795 | $3,287-75.8% | $4,323-81.6% | $4,300-81.5% |
| Admin fee / account holder | $837 | $4,752-82.4% | $7,360-88.6% | $6,925-87.9% |