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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 | $33,179 | $53,128-37.5% | $86,581-61.7% | $70,124-52.7% |
| Participation rate | 48.5% | 65.3%-16.8pp | 73.5%-25.1pp | 69.5%-21.1pp |
| Annual return | 11.68% | 27.66%-16.0pp | 965.06%-953.4pp | 73.14%-61.5pp |
| Employer contribution / active EE | $831 | $2,068-59.8% | $2,840-70.7% | $2,342-64.5% |
| Participant deferral / active EE | $1,600 | $2,695-40.6% | $3,609-55.7% | $3,332-52.0% |
| Admin fee / account holder | $11,018 | $3,584+207.4% | $4,904+124.7% | $4,645+137.2% |