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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 | $33,016 | $58,234-43.3% | $81,783-59.6% | $80,874-59.2% |
| Participation rate | 44.9% | 63.4%-18.5pp | 72.4%-27.4pp | 67.6%-22.7pp |
| Annual return | 8.95% | 41.70%-32.8pp | 775.05%-766.1pp | 35.62%-26.7pp |
| Employer contribution / active EE | $688 | $2,341-70.6% | $2,913-76.4% | $2,756-75.0% |
| Participant deferral / active EE | $1,189 | $3,283-63.8% | $4,320-72.5% | $4,297-72.3% |
| Admin fee / account holder | $2,223 | $4,982-55.4% | $7,380-69.9% | $6,935-68.0% |