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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 | $34,419 | $29,667+16.0% | $56,441-39.0% | $80,874-57.4% |
| Participation rate | 18.4% | 41.7%-23.3pp | 52.5%-34.1pp | 67.6%-49.3pp |
| Annual return | 3.06% | 35.22%-32.2pp | 1704.21%-1701.2pp | 35.62%-32.6pp |
| Employer contribution / active EE | $444 | $669-33.6% | $1,039-57.2% | $2,756-83.9% |
| Participant deferral / active EE | $349 | $1,227-71.5% | $1,953-82.1% | $4,297-91.9% |
| Admin fee / account holder | $54,939 | $2,429+2161.4% | $2,829+1841.9% | $6,935+692.2% |