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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 | $29,968 | $52,353-42.8% | $120,225-75.1% | $82,448-63.7% |
| Participation rate | 43.9% | 58.3%-14.4pp | 69.6%-25.7pp | 68.1%-24.2pp |
| Annual return | 11.27% | 61.85%-50.6pp | 439.23%-428.0pp | 41.64%-30.4pp |
| Employer contribution / active EE | $766 | $1,510-49.3% | $3,475-78.0% | $2,551-70.0% |
| Participant deferral / active EE | $1,167 | $2,627-55.6% | $3,999-70.8% | $4,139-71.8% |
| Admin fee / account holder | $3,627 | $4,363-16.9% | $5,696-36.3% | $7,234-49.9% |