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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 | $17,340 | $29,736-41.7% | $56,033-69.1% | $80,935-78.6% |
| Participation rate | 34.5% | 41.7%-7.2pp | 52.5%-18.0pp | 67.7%-33.2pp |
| Annual return | 7.18% | 35.28%-28.1pp | 1711.38%-1704.2pp | 35.66%-28.5pp |
| Employer contribution / active EE | $790 | $671+17.7% | $1,041-24.1% | $2,757-71.3% |
| Participant deferral / active EE | $1,603 | $1,228+30.5% | $1,954-18.0% | $4,299-62.7% |
| Admin fee / account holder | $4,340 | $2,434+78.3% | $2,827+53.5% | $6,924-37.3% |