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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 | $42,495 | $58,311-27.1% | $81,882-48.1% | $80,959-47.5% |
| Participation rate | 22.9% | 63.5%-40.6pp | 72.4%-49.5pp | 67.7%-44.8pp |
| Annual return | 7.53% | 41.85%-34.3pp | 779.47%-771.9pp | 35.67%-28.1pp |
| Employer contribution / active EE | $370 | $2,347-84.2% | $2,916-87.3% | $2,757-86.6% |
| Participant deferral / active EE | $716 | $3,287-78.2% | $4,323-83.4% | $4,300-83.4% |
| Admin fee / account holder | $822 | $4,752-82.7% | $7,360-88.8% | $6,925-88.1% |