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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 | $34,222 | $42,546-19.6% | $71,796-52.3% | $55,167-38.0% |
| Participation rate | 33.6% | 59.1%-25.5pp | 69.1%-35.5pp | 69.0%-35.4pp |
| Annual return | 4.55% | 12.36%-7.8pp | 78.04%-73.5pp | 169.23%-164.7pp |
| Employer contribution / active EE | $213 | $803-73.5% | $1,924-89.0% | $1,963-89.2% |
| Participant deferral / active EE | $1,600 | $2,064-22.5% | $2,794-42.7% | $3,054-47.6% |
| Admin fee / account holder | $3,479 | $650+435.6% | $4,815-27.7% | $504+590.5% |