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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 | $34,106 | $39,036-12.6% | $80,784-57.8% | $85,851-60.3% |
| Participation rate | 27.3% | 41.6%-14.3pp | 54.2%-26.9pp | 69.3%-42.0pp |
| Annual return | 11.05% | 26.31%-15.3pp | 87.31%-76.3pp | 318.63%-307.6pp |
| Employer contribution / active EE | $369 | $722-48.9% | $1,160-68.2% | $2,565-85.6% |
| Participant deferral / active EE | $578 | $1,326-56.4% | $2,145-73.1% | $3,952-85.4% |
| Admin fee / account holder | $565 | $2,429-76.7% | $3,380-83.3% | $6,261-91.0% |