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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 | $35,230 | $52,279-32.6% | $89,435-60.6% | $79,856-55.9% |
| Participation rate | 44.8% | 57.5%-12.7pp | 68.0%-23.2pp | 69.6%-24.8pp |
| Annual return | 10.63% | 22.16%-11.5pp | 245.55%-234.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $282 | $1,572-82.1% | $2,587-89.1% | $2,471-88.6% |
| Participant deferral / active EE | $1,176 | $2,740-57.1% | $3,890-69.8% | $3,741-68.6% |
| Admin fee / account holder | $11,853 | $3,356+253.2% | $4,884+142.7% | $5,306+123.4% |