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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 | $29,674 | $51,184-42.0% | $66,439-55.3% | $86,983-65.9% |
| Participation rate | 39.3% | 68.5%-29.1pp | 74.5%-35.2pp | 69.5%-30.2pp |
| Annual return | 9.75% | 17.07%-7.3pp | 757.66%-747.9pp | 25.83%-16.1pp |
| Employer contribution / active EE | $667 | $2,023-67.0% | $2,637-74.7% | $2,584-74.2% |
| Participant deferral / active EE | $1,647 | $2,927-43.7% | $3,876-57.5% | $4,194-60.7% |
| Admin fee / account holder | $2,327 | $4,154-44.0% | $6,173-62.3% | $7,856-70.4% |