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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 | $34,565 | $85,169-59.4% | $172,755-80.0% | $72,983-52.6% |
| Participation rate | 53.9% | 70.1%-16.1pp | 82.6%-28.7pp | 69.5%-15.6pp |
| Annual return | 8.01% | 27.32%-19.3pp | 802.94%-794.9pp | 81.01%-73.0pp |
| Employer contribution / active EE | $1,035 | $3,324-68.9% | $5,144-79.9% | $2,440-57.6% |
| Participant deferral / active EE | $922 | $3,260-71.7% | $5,198-82.3% | $3,608-74.4% |
| Admin fee / account holder | $9,469 | $5,880+61.0% | $13,955-32.1% | $5,124+84.8% |