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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 | $34,012 | $29,670+14.6% | $56,054-39.3% | $80,911-58.0% |
| Participation rate | 34.8% | 41.7%-6.8pp | 52.5%-17.6pp | 67.6%-32.8pp |
| Annual return | 5.20% | 35.24%-30.0pp | 1705.95%-1700.7pp | 35.63%-30.4pp |
| Employer contribution / active EE | $591 | $670-11.8% | $1,039-43.1% | $2,756-78.6% |
| Participant deferral / active EE | $1,443 | $1,227+17.6% | $1,952-26.1% | $4,297-66.4% |
| Admin fee / account holder | $5,769 | $2,431+137.3% | $2,822+104.4% | $6,935-16.8% |