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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 | $24,912 | $102,385-75.7% | $147,080-83.1% | $80,935-69.2% |
| Participation rate | 44.7% | 75.9%-31.2pp | 82.2%-37.5pp | 67.7%-23.0pp |
| Annual return | 3.36% | 135.09%-131.7pp | 420.17%-416.8pp | 35.66%-32.3pp |
| Employer contribution / active EE | $1,633 | $3,717-56.1% | $4,933-66.9% | $2,757-40.8% |
| Participant deferral / active EE | $3,731 | $6,651-43.9% | $8,066-53.7% | $4,299-13.2% |
| Admin fee / account holder | $1,287 | $7,951-83.8% | $12,989-90.1% | $6,924-81.4% |