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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 | $38,283 | $104,251-63.3% | $91,004-57.9% | $147,585-74.1% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 7.44% | 27.06%-19.6pp | 4.60%+2.8pp | 578.57%-571.1pp |
| Employer contribution / active EE | $1,594 | $3,116-48.8% | $2,456-35.1% | $4,876-67.3% |
| Participant deferral / active EE | $2,985 | $4,195-28.8% | $3,548-15.9% | $5,439-45.1% |
| Admin fee / account holder | $32,757 | $8,948+266.1% | $5,417+504.7% | $10,885+200.9% |