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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 | $32,508 | $85,171-61.8% | $172,753-81.2% | $72,976-55.5% |
| Participation rate | 43.3% | 70.1%-26.7pp | 82.6%-39.3pp | 69.5%-26.2pp |
| Annual return | 11.87% | 27.32%-15.4pp | 803.00%-791.1pp | 81.02%-69.1pp |
| Employer contribution / active EE | $958 | $3,324-71.2% | $5,144-81.4% | $2,440-60.8% |
| Participant deferral / active EE | $2,304 | $3,260-29.3% | $5,198-55.7% | $3,608-36.1% |
| Admin fee / account holder | $13,604 | $5,880+131.3% | $13,956-2.5% | $5,124+165.5% |