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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 | $33,319 | $95,406-65.1% | $185,849-82.1% | $85,847-61.2% |
| Participation rate | 49.2% | 68.8%-19.6pp | 81.7%-32.6pp | 69.3%-20.2pp |
| Annual return | 10.73% | 23.59%-12.9pp | 122.10%-111.4pp | 318.61%-307.9pp |
| Employer contribution / active EE | $664 | $3,314-80.0% | $5,169-87.2% | $2,565-74.1% |
| Participant deferral / active EE | $2,133 | $3,424-37.7% | $5,569-61.7% | $3,952-46.0% |
| Admin fee / account holder | $744 | $7,214-89.7% | $16,244-95.4% | $6,261-88.1% |