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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 | $34,109 | $60,261-43.4% | $81,783-58.3% | $74,546-54.2% |
| Participation rate | 28.1% | 62.9%-34.8pp | 72.4%-44.3pp | 67.2%-39.1pp |
| Annual return | 8.95% | 16.88%-7.9pp | 775.05%-766.1pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $464 | $2,622-82.3% | $2,913-84.1% | $2,624-82.3% |
| Participant deferral / active EE | $1,160 | $3,388-65.8% | $4,320-73.1% | $4,347-73.3% |
| Admin fee / account holder | $6,584 | $1,482+344.1% | $7,380-10.8% | $1,944+238.8% |