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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 | $36,346 | $52,279-30.5% | $89,414-59.4% | $79,852-54.5% |
| Participation rate | 47.7% | 57.5%-9.8pp | 68.0%-20.3pp | 69.6%-21.9pp |
| Annual return | 6.54% | 22.16%-15.6pp | 245.50%-239.0pp | 31.72%-25.2pp |
| Employer contribution / active EE | $631 | $1,572-59.9% | $2,586-75.6% | $2,471-74.5% |
| Participant deferral / active EE | $1,664 | $2,740-39.3% | $3,890-57.2% | $3,740-55.5% |
| Admin fee / account holder | $714 | $3,356-78.7% | $4,883-85.4% | $5,306-86.5% |