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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 | $33,136 | $58,726-43.6% | $142,898-76.8% | $85,847-61.4% |
| Participation rate | 30.2% | 58.5%-28.2pp | 72.0%-41.7pp | 69.3%-39.1pp |
| Annual return | 8.13% | 27.73%-19.6pp | 5639.64%-5631.5pp | 318.61%-310.5pp |
| Employer contribution / active EE | $321 | $1,424-77.4% | $4,146-92.3% | $2,565-87.5% |
| Participant deferral / active EE | $1,039 | $2,609-60.2% | $3,838-72.9% | $3,952-73.7% |
| Admin fee / account holder | $23,226 | $4,234+448.5% | $6,560+254.0% | $6,261+271.0% |