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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 | $58,258-40.2% | $81,820-57.4% | $80,925-57.0% |
| Participation rate | 45.5% | 63.5%-18.0pp | 72.4%-26.9pp | 67.7%-22.2pp |
| Annual return | 10.70% | 41.76%-31.1pp | 777.93%-767.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $579 | $2,345-75.3% | $2,915-80.2% | $2,756-79.0% |
| Participant deferral / active EE | $1,647 | $3,284-49.8% | $4,323-61.9% | $4,299-61.7% |
| Admin fee / account holder | $4,926 | $4,976-1.0% | $7,391-33.4% | $6,940-29.0% |