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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 | $58,241-29.1% | $81,780-49.5% | $80,911-48.9% |
| Participation rate | 34.5% | 63.4%-29.0pp | 72.4%-37.9pp | 67.6%-33.2pp |
| Annual return | 8.27% | 41.73%-33.5pp | 776.27%-768.0pp | 35.63%-27.4pp |
| Employer contribution / active EE | $822 | $2,343-64.9% | $2,914-71.8% | $2,756-70.2% |
| Participant deferral / active EE | $2,231 | $3,283-32.0% | $4,321-48.4% | $4,297-48.1% |
| Admin fee / account holder | $530 | $4,973-89.3% | $7,384-92.8% | $6,935-92.4% |