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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 | $34,381 | $73,107-53.0% | $114,563-70.0% | $87,485-60.7% |
| Participation rate | 42.3% | 65.8%-23.5pp | 72.9%-30.6pp | 68.9%-26.6pp |
| Annual return | 8.92% | 19.47%-10.5pp | 241.09%-232.2pp | 26.06%-17.1pp |
| Employer contribution / active EE | $744 | $1,881-60.4% | $2,592-71.3% | $2,596-71.3% |
| Participant deferral / active EE | $1,144 | $3,144-63.6% | $4,142-72.4% | $4,274-73.2% |
| Admin fee / account holder | $10,804 | $5,770+87.3% | $7,623+41.7% | $7,775+39.0% |