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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 | $37,161 | $70,684-47.4% | $169,390-78.1% | $75,173-50.6% |
| Participation rate | 37.0% | 64.8%-27.8pp | 77.2%-40.1pp | 67.2%-30.2pp |
| Annual return | 5.63% | 36.38%-30.8pp | 406.07%-400.4pp | 160.72%-155.1pp |
| Employer contribution / active EE | $549 | $2,211-75.2% | $4,013-86.3% | $2,671-79.4% |
| Participant deferral / active EE | $1,543 | $4,310-64.2% | $6,222-75.2% | $4,126-62.6% |
| Admin fee / account holder | $57,624 | $5,404+966.3% | $9,015+539.2% | $5,651+919.8% |