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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 | $34,190 | $53,127-35.6% | $86,587-60.5% | $70,131-51.2% |
| Participation rate | 37.3% | 65.3%-28.0pp | 73.5%-36.3pp | 69.5%-32.3pp |
| Annual return | 10.15% | 27.66%-17.5pp | 964.86%-954.7pp | 73.14%-63.0pp |
| Employer contribution / active EE | $353 | $2,068-82.9% | $2,839-87.6% | $2,342-84.9% |
| Participant deferral / active EE | $806 | $2,696-70.1% | $3,609-77.7% | $3,332-75.8% |
| Admin fee / account holder | $2,559 | $3,585-28.6% | $4,906-47.8% | $4,645-44.9% |