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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 | $34,311 | $34,3160% | $74,723-54.1% | $72,976-53.0% |
| Participation rate | 30.3% | 42.4%-12.1pp | 54.5%-24.2pp | 69.5%-39.2pp |
| Annual return | 17.22% | 26.58%-9.4pp | 753.18%-736.0pp | 81.02%-63.8pp |
| Employer contribution / active EE | $116 | $692-83.3% | $1,084-89.3% | $2,440-95.3% |
| Participant deferral / active EE | $1,193 | $1,272-6.2% | $1,962-39.2% | $3,608-66.9% |
| Admin fee / account holder | $434 | $2,125-79.6% | $3,335-87.0% | $5,124-91.5% |