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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 | $33,561 | $51,184-34.4% | $66,439-49.5% | $86,983-61.4% |
| Participation rate | 44.7% | 68.5%-23.8pp | 74.5%-29.8pp | 69.5%-24.9pp |
| Annual return | 7.85% | 17.07%-9.2pp | 757.66%-749.8pp | 25.83%-18.0pp |
| Employer contribution / active EE | $685 | $2,023-66.1% | $2,637-74.0% | $2,584-73.5% |
| Participant deferral / active EE | $1,694 | $2,927-42.1% | $3,876-56.3% | $4,194-59.6% |
| Admin fee / account holder | $1,576 | $4,154-62.1% | $6,173-74.5% | $7,856-79.9% |