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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 | $35,854 | $58,828-39.1% | $78,002-54.0% | $62,881-43.0% |
| Participation rate | 26.2% | 71.1%-44.9pp | 75.5%-49.3pp | 69.3%-43.1pp |
| Annual return | 4.01% | 17.16%-13.1pp | 425.99%-422.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $635 | $1,672-62.0% | $2,470-74.3% | $2,281-72.2% |
| Participant deferral / active EE | $1,834 | $2,686-31.7% | $3,497-47.6% | $3,203-42.8% |
| Admin fee / account holder | $17,398 | $4,393+296.0% | $5,481+217.4% | $4,296+305.0% |