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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 | $27,703 | $77,908-64.4% | $149,696-81.5% | $75,173-63.1% |
| Participation rate | 35.9% | 65.6%-29.7pp | 78.8%-42.9pp | 67.2%-31.3pp |
| Annual return | 9.77% | 31.73%-22.0pp | 134.46%-124.7pp | 160.72%-151.0pp |
| Employer contribution / active EE | $646 | $3,138-79.4% | $4,821-86.6% | $2,671-75.8% |
| Participant deferral / active EE | $932 | $3,411-72.7% | $5,682-83.6% | $4,126-77.4% |
| Admin fee / account holder | $384 | $5,950-93.5% | $13,212-97.1% | $5,651-93.2% |