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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 | $33,158 | $91,198-63.6% | $178,503-81.4% | $79,856-58.5% |
| Participation rate | 46.7% | 69.2%-22.5pp | 81.9%-35.3pp | 69.6%-23.0pp |
| Annual return | 7.94% | 24.20%-16.3pp | 151.12%-143.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $716 | $3,257-78.0% | $5,011-85.7% | $2,471-71.0% |
| Participant deferral / active EE | $2,193 | $3,237-32.3% | $5,202-57.9% | $3,741-41.4% |
| Admin fee / account holder | $2,264 | $6,748-66.5% | $13,987-83.8% | $5,306-57.3% |