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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 | $34,834 | $58,311-40.3% | $81,882-57.5% | $80,959-57.0% |
| Participation rate | 45.5% | 63.5%-18.0pp | 72.4%-26.9pp | 67.7%-22.2pp |
| Annual return | 10.70% | 41.85%-31.1pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $579 | $2,347-75.3% | $2,916-80.2% | $2,757-79.0% |
| Participant deferral / active EE | $1,647 | $3,287-49.9% | $4,323-61.9% | $4,300-61.7% |
| Admin fee / account holder | $4,926 | $4,752+3.7% | $7,360-33.1% | $6,925-28.9% |