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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 | $36,037 | $61,605-41.5% | $112,273-67.9% | $75,181-52.1% |
| Participation rate | 50.0% | 61.7%-11.7pp | 72.4%-22.4pp | 67.2%-17.2pp |
| Annual return | 12.28% | 28.47%-16.2pp | 30.23%-18.0pp | 160.69%-148.4pp |
| Employer contribution / active EE | $911 | $2,015-54.8% | $3,431-73.5% | $2,671-65.9% |
| Participant deferral / active EE | $1,366 | $3,108-56.1% | $4,800-71.5% | $4,126-66.9% |
| Admin fee / account holder | $19,687 | $4,862+304.9% | $7,752+153.9% | $5,650+248.4% |