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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 | $31,869 | $58,311-45.3% | $81,882-61.1% | $80,959-60.6% |
| Participation rate | 51.3% | 63.5%-12.2pp | 72.4%-21.1pp | 67.7%-16.4pp |
| Annual return | 8.33% | 41.85%-33.5pp | 779.47%-771.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $592 | $2,347-74.8% | $2,916-79.7% | $2,757-78.5% |
| Participant deferral / active EE | $1,762 | $3,287-46.4% | $4,323-59.2% | $4,300-59.0% |
| Admin fee / account holder | $36,597 | $4,752+670.1% | $7,360+397.3% | $6,925+428.5% |