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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 | $29,736+14.4% | $56,033-39.3% | $80,935-58.0% |
| Participation rate | 34.8% | 41.7%-6.9pp | 52.5%-17.6pp | 67.7%-32.8pp |
| Annual return | 5.20% | 35.28%-30.1pp | 1711.38%-1706.2pp | 35.66%-30.5pp |
| Employer contribution / active EE | $591 | $671-12.0% | $1,041-43.2% | $2,757-78.6% |
| Participant deferral / active EE | $1,443 | $1,228+17.4% | $1,954-26.2% | $4,299-66.4% |
| Admin fee / account holder | $5,769 | $2,434+137.0% | $2,827+104.1% | $6,924-16.7% |