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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 | $34,563 | $77,901-55.6% | $149,717-76.9% | $75,181-54.0% |
| Participation rate | 30.0% | 65.6%-35.6pp | 78.8%-48.8pp | 67.2%-37.2pp |
| Annual return | 12.55% | 31.73%-19.2pp | 134.41%-121.9pp | 160.69%-148.1pp |
| Employer contribution / active EE | $765 | $3,137-75.6% | $4,820-84.1% | $2,671-71.4% |
| Participant deferral / active EE | $938 | $3,411-72.5% | $5,682-83.5% | $4,126-77.3% |
| Admin fee / account holder | $22,531 | $5,949+278.7% | $13,213+70.5% | $5,650+298.8% |