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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 | $33,665 | $48,327-30.3% | $67,575-50.2% | $80,935-58.4% |
| Participation rate | 34.3% | 66.4%-32.1pp | 72.9%-38.6pp | 67.7%-33.4pp |
| Annual return | 7.23% | 18.31%-11.1pp | 3528.98%-3521.7pp | 35.66%-28.4pp |
| Employer contribution / active EE | $552 | $2,022-72.7% | $2,736-79.8% | $2,757-80.0% |
| Participant deferral / active EE | $1,441 | $2,927-50.8% | $4,003-64.0% | $4,299-66.5% |
| Admin fee / account holder | $12,577 | $3,692+240.6% | $3,993+215.0% | $6,924+81.6% |