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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 | $29,163 | $72,071-59.5% | $68,368-57.3% | $137,256-78.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 9.20% | 353.14%-343.9pp | 292.57%-283.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $815 | $2,788-70.8% | $2,649-69.2% | $4,156-80.4% |
| Participant deferral / active EE | $866 | $4,410-80.4% | $4,123-79.0% | $6,407-86.5% |
| Admin fee / account holder | $14,112 | $5,336+164.5% | $5,150+174.0% | $12,270+15.0% |