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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 | $33,511 | $53,127-36.9% | $86,597-61.3% | $70,131-52.2% |
| Participation rate | 27.3% | 65.3%-38.0pp | 73.5%-46.3pp | 69.5%-42.3pp |
| Annual return | 11.99% | 27.66%-15.7pp | 964.96%-953.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $850 | $2,068-58.9% | $2,840-70.1% | $2,342-63.7% |
| Participant deferral / active EE | $1,423 | $2,696-47.2% | $3,609-60.6% | $3,332-57.3% |
| Admin fee / account holder | $7,804 | $3,585+117.7% | $4,906+59.1% | $4,645+68.0% |