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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 | $31,217 | $88,672-64.8% | $105,223-70.3% | $82,448-62.1% |
| Participation rate | 30.8% | 67.9%-37.2pp | 75.0%-44.3pp | 68.1%-37.3pp |
| Annual return | 11.91% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $954 | $3,048-68.7% | $3,689-74.1% | $2,551-62.6% |
| Participant deferral / active EE | $2,353 | $4,036-41.7% | $5,072-53.6% | $4,139-43.2% |
| Admin fee / account holder | $19,237 | $7,146+169.2% | $8,859+117.2% | $7,234+165.9% |