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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 | $37,091 | $85,171-56.5% | $172,752-78.5% | $72,975-49.2% |
| Participation rate | 34.5% | 70.1%-35.5pp | 82.6%-48.1pp | 69.5%-34.9pp |
| Annual return | 3.54% | 27.32%-23.8pp | 802.97%-799.4pp | 81.01%-77.5pp |
| Employer contribution / active EE | $457 | $3,324-86.2% | $5,144-91.1% | $2,440-81.3% |
| Participant deferral / active EE | $1,188 | $3,260-63.6% | $5,198-77.1% | $3,608-67.1% |
| Admin fee / account holder | $3,265 | $5,880-44.5% | $13,955-76.6% | $5,124-36.3% |