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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 | $50,717 | $58,258-12.9% | $81,820-38.0% | $80,925-37.3% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 10.80% | 41.76%-31.0pp | 777.93%-767.1pp | 35.65%-24.9pp |
| Employer contribution / active EE | $819 | $2,345-65.1% | $2,915-71.9% | $2,756-70.3% |
| Participant deferral / active EE | $1,155 | $3,284-64.8% | $4,323-73.3% | $4,299-73.1% |
| Admin fee / account holder | $1,700 | $4,976-65.8% | $7,391-77.0% | $6,940-75.5% |