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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 | $31,876 | $51,638-38.3% | $68,368-53.4% | $82,448-61.3% |
| Participation rate | 22.2% | 63.6%-41.4pp | 73.8%-51.5pp | 68.1%-45.8pp |
| Annual return | 12.29% | 37.53%-25.2pp | 292.57%-280.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $625 | $2,047-69.5% | $2,649-76.4% | $2,551-75.5% |
| Participant deferral / active EE | $1,098 | $2,914-62.3% | $4,123-73.4% | $4,139-73.5% |
| Admin fee / account holder | $3,565 | $4,643-23.2% | $5,150-30.8% | $7,234-50.7% |