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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 | $33,219 | $61,125-45.7% | $94,057-64.7% | $87,485-62.0% |
| Participation rate | 20.9% | 64.1%-43.1pp | 73.3%-52.4pp | 68.9%-48.0pp |
| Annual return | 9.82% | 35.20%-25.4pp | 480.62%-470.8pp | 26.06%-16.2pp |
| Employer contribution / active EE | $198 | $2,136-90.7% | $2,933-93.2% | $2,596-92.4% |
| Participant deferral / active EE | $1,248 | $3,260-61.7% | $4,709-73.5% | $4,274-70.8% |
| Admin fee / account holder | $49,689 | $5,629+782.8% | $7,244+585.9% | $7,775+539.1% |