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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 | $29,267 | $91,167-67.9% | $178,498-83.6% | $79,858-63.4% |
| Participation rate | 67.5% | 69.2%-1.7pp | 81.9%-14.4pp | 69.6%-2.1pp |
| Annual return | 8.87% | 24.19%-15.3pp | 151.09%-142.2pp | 31.72%-22.8pp |
| Employer contribution / active EE | $971 | $3,255-70.2% | $5,011-80.6% | $2,471-60.7% |
| Participant deferral / active EE | $1,609 | $3,236-50.3% | $5,202-69.1% | $3,740-57.0% |
| Admin fee / account holder | $1,446 | $6,747-78.6% | $13,985-89.7% | $5,306-72.7% |