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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 | $33,064 | $78,690-58.0% | $161,489-79.5% | $87,485-62.2% |
| Participation rate | 42.9% | 67.5%-24.6pp | 78.7%-35.8pp | 68.9%-26.1pp |
| Annual return | 9.31% | 32.74%-23.4pp | 89.72%-80.4pp | 26.06%-16.8pp |
| Employer contribution / active EE | $338 | $2,588-86.9% | $4,268-92.1% | $2,596-87.0% |
| Participant deferral / active EE | $1,117 | $3,311-66.2% | $5,630-80.2% | $4,274-73.9% |
| Admin fee / account holder | $11,332 | $6,724+68.5% | $16,006-29.2% | $7,775+45.7% |