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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 | $41,319 | $58,275-29.1% | $81,844-49.5% | $80,935-48.9% |
| Participation rate | 34.5% | 63.5%-29.0pp | 72.4%-37.9pp | 67.7%-33.2pp |
| Annual return | 8.27% | 41.82%-33.5pp | 778.87%-770.6pp | 35.66%-27.4pp |
| Employer contribution / active EE | $822 | $2,346-64.9% | $2,916-71.8% | $2,757-70.2% |
| Participant deferral / active EE | $2,231 | $3,285-32.1% | $4,323-48.4% | $4,299-48.1% |
| Admin fee / account holder | $530 | $4,749-88.8% | $7,355-92.8% | $6,924-92.3% |