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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 | $35,369 | $63,861-44.6% | $104,639-66.2% | $79,856-55.7% |
| Participation rate | 51.4% | 64.9%-13.5pp | 74.1%-22.6pp | 69.6%-18.2pp |
| Annual return | 6.37% | 21.30%-14.9pp | 340.67%-334.3pp | 31.71%-25.3pp |
| Employer contribution / active EE | $357 | $1,588-77.5% | $2,682-86.7% | $2,471-85.5% |
| Participant deferral / active EE | $1,430 | $2,693-46.9% | $3,738-61.8% | $3,741-61.8% |
| Admin fee / account holder | $874 | $4,185-79.1% | $6,465-86.5% | $5,306-83.5% |