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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 | $33,573 | $56,116-40.2% | $135,768-75.3% | $86,983-61.4% |
| Participation rate | 39.5% | 60.1%-20.7pp | 71.1%-31.6pp | 69.5%-30.1pp |
| Annual return | 8.72% | 125.33%-116.6pp | 526.10%-517.4pp | 25.83%-17.1pp |
| Employer contribution / active EE | $804 | $1,528-47.4% | $3,394-76.3% | $2,584-68.9% |
| Participant deferral / active EE | $1,309 | $2,690-51.3% | $3,977-67.1% | $4,194-68.8% |
| Admin fee / account holder | $1,297 | $4,314-69.9% | $7,048-81.6% | $7,856-83.5% |