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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 | $33,461 | $58,311-42.6% | $81,882-59.1% | $80,959-58.7% |
| Participation rate | 38.5% | 63.5%-25.0pp | 72.4%-33.9pp | 67.7%-29.2pp |
| Annual return | 6.41% | 41.85%-35.4pp | 779.47%-773.1pp | 35.67%-29.3pp |
| Employer contribution / active EE | $758 | $2,347-67.7% | $2,916-74.0% | $2,757-72.5% |
| Participant deferral / active EE | $1,232 | $3,287-62.5% | $4,323-71.5% | $4,300-71.4% |
| Admin fee / account holder | $9,854 | $4,752+107.4% | $7,360+33.9% | $6,925+42.3% |