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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 | $30,620 | $58,311-47.5% | $81,882-62.6% | $80,959-62.2% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.4%-47.4pp | 67.7%-42.7pp |
| Annual return | 10.61% | 41.85%-31.2pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $322 | $2,347-86.3% | $2,916-89.0% | $2,757-88.3% |
| Participant deferral / active EE | $1,663 | $3,287-49.4% | $4,323-61.5% | $4,300-61.3% |
| Admin fee / account holder | $323 | $4,752-93.2% | $7,360-95.6% | $6,925-95.3% |