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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 | $58,258-40.4% | $81,820-57.6% | $80,925-57.1% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 9.60% | 41.76%-32.2pp | 777.93%-768.3pp | 35.65%-26.1pp |
| Employer contribution / active EE | $552 | $2,345-76.5% | $2,915-81.1% | $2,756-80.0% |
| Participant deferral / active EE | $795 | $3,284-75.8% | $4,323-81.6% | $4,299-81.5% |
| Admin fee / account holder | $837 | $4,976-83.2% | $7,391-88.7% | $6,940-87.9% |