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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 | $34,586 | $51,638-33.0% | $68,368-49.4% | $82,448-58.1% |
| Participation rate | 55.6% | 63.6%-8.1pp | 73.8%-18.2pp | 68.1%-12.5pp |
| Annual return | 13.33% | 37.53%-24.2pp | 292.57%-279.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $644 | $2,047-68.5% | $2,649-75.7% | $2,551-74.7% |
| Participant deferral / active EE | $841 | $2,914-71.1% | $4,123-79.6% | $4,139-79.7% |
| Admin fee / account holder | $680 | $4,643-85.3% | $5,150-86.8% | $7,234-90.6% |