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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 | $35,968 | $58,241-38.2% | $81,780-56.0% | $80,911-55.5% |
| Participation rate | 22.2% | 63.4%-41.2pp | 72.4%-50.1pp | 67.6%-45.4pp |
| Annual return | 6.85% | 41.73%-34.9pp | 776.27%-769.4pp | 35.63%-28.8pp |
| Employer contribution / active EE | $558 | $2,343-76.2% | $2,914-80.9% | $2,756-79.8% |
| Participant deferral / active EE | $1,736 | $3,283-47.1% | $4,321-59.8% | $4,297-59.6% |
| Admin fee / account holder | $8,774 | $4,973+76.4% | $7,384+18.8% | $6,935+26.5% |