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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 | $36,768 | $45,109-18.5% | $85,187-56.8% | $77,736-52.7% |
| Participation rate | 33.3% | 48.7%-15.3pp | 67.5%-34.2pp | 70.6%-37.3pp |
| Annual return | 11.22% | 79.55%-68.3pp | 66.67%-55.4pp | 31.26%-20.0pp |
| Employer contribution / active EE | $225 | $1,602-86.0% | $2,732-91.8% | $2,728-91.8% |
| Participant deferral / active EE | $4,021 | $2,814+42.9% | $4,525-11.1% | $4,651-13.5% |
| Admin fee / account holder | $4,184 | $915+357.4% | $6,162-32.1% | $433+865.6% |