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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 | $29,592 | $85,169-65.3% | $172,755-82.9% | $72,983-59.5% |
| Participation rate | 38.9% | 70.1%-31.2pp | 82.6%-43.8pp | 69.5%-30.6pp |
| Annual return | 12.08% | 27.32%-15.2pp | 802.94%-790.9pp | 81.01%-68.9pp |
| Employer contribution / active EE | $640 | $3,324-80.7% | $5,144-87.6% | $2,440-73.8% |
| Participant deferral / active EE | $1,040 | $3,260-68.1% | $5,198-80.0% | $3,608-71.2% |
| Admin fee / account holder | $8,309 | $5,880+41.3% | $13,955-40.5% | $5,124+62.1% |