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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 | $34,402 | $47,479-27.5% | $62,929-45.3% | $82,448-58.3% |
| Participation rate | 52.2% | 66.9%-14.7pp | 73.1%-20.9pp | 68.1%-15.9pp |
| Annual return | 8.80% | 20.34%-11.5pp | 1063.93%-1055.1pp | 41.64%-32.8pp |
| Employer contribution / active EE | $956 | $1,885-49.3% | $2,505-61.8% | $2,551-62.5% |
| Participant deferral / active EE | $2,696 | $2,870-6.1% | $3,888-30.7% | $4,139-34.9% |
| Admin fee / account holder | $9,666 | $3,804+154.1% | $5,065+90.9% | $7,234+33.6% |