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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 | $38,017 | $61,125-37.8% | $94,057-59.6% | $87,485-56.5% |
| Participation rate | 56.7% | 64.1%-7.4pp | 73.3%-16.7pp | 68.9%-12.3pp |
| Annual return | 12.24% | 35.20%-23.0pp | 480.62%-468.4pp | 26.06%-13.8pp |
| Employer contribution / active EE | $593 | $2,136-72.3% | $2,933-79.8% | $2,596-77.2% |
| Participant deferral / active EE | $1,421 | $3,260-56.4% | $4,709-69.8% | $4,274-66.8% |
| Admin fee / account holder | $2,092 | $5,629-62.8% | $7,244-71.1% | $7,775-73.1% |