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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 | $25,376 | $58,311-56.5% | $81,882-69.0% | $80,959-68.7% |
| Participation rate | 44.4% | 63.5%-19.0pp | 72.4%-27.9pp | 67.7%-23.2pp |
| Annual return | 6.51% | 41.85%-35.3pp | 779.47%-773.0pp | 35.67%-29.2pp |
| Employer contribution / active EE | $491 | $2,347-79.1% | $2,916-83.2% | $2,757-82.2% |
| Participant deferral / active EE | $1,100 | $3,287-66.5% | $4,323-74.6% | $4,300-74.4% |
| Admin fee / account holder | $1,563 | $4,752-67.1% | $7,360-78.8% | $6,925-77.4% |