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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 | $29,736+15.7% | $56,033-38.6% | $80,935-57.5% |
| Participation rate | 18.4% | 41.7%-23.3pp | 52.5%-34.1pp | 67.7%-49.3pp |
| Annual return | 3.06% | 35.28%-32.2pp | 1711.38%-1708.3pp | 35.66%-32.6pp |
| Employer contribution / active EE | $444 | $671-33.8% | $1,041-57.3% | $2,757-83.9% |
| Participant deferral / active EE | $349 | $1,228-71.6% | $1,954-82.1% | $4,299-91.9% |
| Admin fee / account holder | $54,939 | $2,434+2157.5% | $2,827+1843.4% | $6,924+693.4% |