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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 | $36,718 | $53,127-30.9% | $86,597-57.6% | $70,131-47.6% |
| Participation rate | 35.2% | 65.3%-30.1pp | 73.5%-38.4pp | 69.5%-34.4pp |
| Annual return | 11.82% | 27.66%-15.8pp | 964.96%-953.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $337 | $2,068-83.7% | $2,840-88.1% | $2,342-85.6% |
| Participant deferral / active EE | $1,574 | $2,696-41.6% | $3,609-56.4% | $3,332-52.8% |
| Admin fee / account holder | $11,099 | $3,585+209.6% | $4,906+126.3% | $4,645+138.9% |