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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 | $58,234-56.3% | $81,783-68.9% | $80,874-68.5% |
| Participation rate | 38.5% | 63.4%-25.0pp | 72.4%-33.9pp | 67.6%-29.2pp |
| Annual return | 7.33% | 41.70%-34.4pp | 775.05%-767.7pp | 35.62%-28.3pp |
| Employer contribution / active EE | $727 | $2,341-69.0% | $2,913-75.0% | $2,756-73.6% |
| Participant deferral / active EE | $1,070 | $3,283-67.4% | $4,320-75.2% | $4,297-75.1% |
| Admin fee / account holder | $697 | $4,982-86.0% | $7,380-90.6% | $6,935-90.0% |