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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 | $38,095 | $45,119-15.6% | $85,126-55.2% | $74,429-48.8% |
| Participation rate | 10.7% | 49.4%-38.6pp | 67.5%-56.8pp | 67.2%-56.5pp |
| Annual return | 10.84% | 26.28%-15.4pp | 66.63%-55.8pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $271 | $1,460-81.4% | $2,731-90.1% | $2,625-89.7% |
| Participant deferral / active EE | $687 | $2,738-74.9% | $4,523-84.8% | $4,348-84.2% |
| Admin fee / account holder | $1,868 | $2,214-15.6% | $6,160-69.7% | $1,944-3.9% |