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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 | $32,492 | $95,383-65.9% | $185,837-82.5% | $85,856-62.2% |
| Participation rate | 36.6% | 68.8%-32.2pp | 81.7%-45.1pp | 69.3%-32.7pp |
| Annual return | 9.68% | 23.59%-13.9pp | 122.08%-112.4pp | 318.58%-308.9pp |
| Employer contribution / active EE | $625 | $3,313-81.2% | $5,168-87.9% | $2,565-75.7% |
| Participant deferral / active EE | $1,530 | $3,423-55.3% | $5,568-72.5% | $3,952-61.3% |
| Admin fee / account holder | $42,905 | $7,213+494.9% | $16,241+164.2% | $6,261+585.3% |