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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 | $31,322 | $58,275-46.3% | $81,844-61.7% | $80,935-61.3% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.0pp | 67.7%-34.3pp |
| Annual return | 10.44% | 41.82%-31.4pp | 778.87%-768.4pp | 35.66%-25.2pp |
| Employer contribution / active EE | $616 | $2,346-73.7% | $2,916-78.9% | $2,757-77.6% |
| Participant deferral / active EE | $734 | $3,285-77.7% | $4,323-83.0% | $4,299-82.9% |
| Admin fee / account holder | $2,851 | $4,749-40.0% | $7,355-61.2% | $6,924-58.8% |