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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 | $25,456 | $58,311-56.3% | $81,882-68.9% | $80,959-68.6% |
| Participation rate | 38.5% | 63.5%-25.0pp | 72.4%-33.9pp | 67.7%-29.2pp |
| Annual return | 7.33% | 41.85%-34.5pp | 779.47%-772.1pp | 35.67%-28.3pp |
| Employer contribution / active EE | $727 | $2,347-69.0% | $2,916-75.1% | $2,757-73.6% |
| Participant deferral / active EE | $1,070 | $3,287-67.4% | $4,323-75.2% | $4,300-75.1% |
| Admin fee / account holder | $697 | $4,752-85.3% | $7,360-90.5% | $6,925-89.9% |