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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 | $55,457-38.0% | $77,361-55.5% | $94,015-63.4% |
| Participation rate | 52.2% | 69.8%-17.6pp | 75.0%-22.8pp | 70.8%-18.6pp |
| Annual return | 8.80% | 15.57%-6.8pp | 1011.54%-1002.7pp | 17.84%-9.0pp |
| Employer contribution / active EE | $956 | $2,255-57.6% | $2,990-68.0% | $2,790-65.7% |
| Participant deferral / active EE | $2,696 | $3,069-12.2% | $3,911-31.1% | $4,249-36.6% |
| Admin fee / account holder | $9,666 | $4,334+123.0% | $5,894+64.0% | $8,951+8.0% |