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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 | $48,277-30.3% | $67,511-50.1% | $80,874-58.4% |
| Participation rate | 34.3% | 66.4%-32.1pp | 72.9%-38.6pp | 67.6%-33.4pp |
| Annual return | 7.23% | 18.27%-11.0pp | 3517.41%-3510.2pp | 35.62%-28.4pp |
| Employer contribution / active EE | $552 | $2,021-72.7% | $2,733-79.8% | $2,756-80.0% |
| Participant deferral / active EE | $1,441 | $2,926-50.8% | $4,000-64.0% | $4,297-66.5% |
| Admin fee / account holder | $12,577 | $3,687+241.1% | $3,999+214.5% | $6,935+81.3% |