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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 | $34,678 | $45,050-23.0% | $63,018-45.0% | $70,126-50.5% |
| Participation rate | 51.1% | 69.5%-18.4pp | 74.8%-23.7pp | 69.5%-18.5pp |
| Annual return | 10.53% | 18.76%-8.2pp | 87.62%-77.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $870 | $2,052-57.6% | $2,761-68.5% | $2,343-62.9% |
| Participant deferral / active EE | $2,480 | $2,466+0.6% | $3,330-25.5% | $3,332-25.6% |
| Admin fee / account holder | $12,190 | $2,834+330.1% | $3,601+238.5% | $4,645+162.4% |