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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 | $35,814 | $48,011-25.4% | $63,803-43.9% | $82,637-56.7% |
| Participation rate | 29.3% | 66.6%-37.2pp | 72.7%-43.4pp | 68.1%-38.7pp |
| Annual return | 10.41% | 19.84%-9.4pp | 543.72%-533.3pp | 53.51%-43.1pp |
| Employer contribution / active EE | $956 | $1,904-49.8% | $2,532-62.3% | $2,552-62.6% |
| Participant deferral / active EE | $2,915 | $2,846+2.4% | $3,843-24.1% | $4,126-29.3% |
| Admin fee / account holder | $14,190 | $3,873+266.4% | $5,196+173.1% | $7,339+93.4% |