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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 | $32,571 | $85,171-61.8% | $172,752-81.1% | $72,975-55.4% |
| Participation rate | 57.0% | 70.1%-13.1pp | 82.6%-25.7pp | 69.5%-12.5pp |
| Annual return | 4.43% | 27.32%-22.9pp | 802.97%-798.5pp | 81.01%-76.6pp |
| Employer contribution / active EE | $644 | $3,324-80.6% | $5,144-87.5% | $2,440-73.6% |
| Participant deferral / active EE | $1,358 | $3,260-58.3% | $5,198-73.9% | $3,608-62.4% |
| Admin fee / account holder | $1,939 | $5,880-67.0% | $13,955-86.1% | $5,124-62.2% |