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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 | $35,717 | $52,353-31.8% | $120,225-70.3% | $82,448-56.7% |
| Participation rate | 48.3% | 58.3%-10.0pp | 69.6%-21.2pp | 68.1%-19.7pp |
| Annual return | 12.10% | 61.85%-49.8pp | 439.23%-427.1pp | 41.64%-29.5pp |
| Employer contribution / active EE | $350 | $1,510-76.8% | $3,475-89.9% | $2,551-86.3% |
| Participant deferral / active EE | $1,328 | $2,627-49.4% | $3,999-66.8% | $4,139-67.9% |
| Admin fee / account holder | $10,253 | $4,363+135.0% | $5,696+80.0% | $7,234+41.7% |