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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 | $58,258-47.4% | $81,820-62.6% | $80,925-62.2% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.4%-47.4pp | 67.7%-42.7pp |
| Annual return | 10.61% | 41.76%-31.1pp | 777.93%-767.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $322 | $2,345-86.3% | $2,915-89.0% | $2,756-88.3% |
| Participant deferral / active EE | $1,663 | $3,284-49.3% | $4,323-61.5% | $4,299-61.3% |
| Admin fee / account holder | $323 | $4,976-93.5% | $7,391-95.6% | $6,940-95.3% |