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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 | $33,327 | $85,169-60.9% | $172,755-80.7% | $72,983-54.3% |
| Participation rate | 48.4% | 70.1%-21.7pp | 82.6%-34.3pp | 69.5%-21.1pp |
| Annual return | 1.29% | 27.32%-26.0pp | 802.94%-801.7pp | 81.01%-79.7pp |
| Employer contribution / active EE | $825 | $3,324-75.2% | $5,144-84.0% | $2,440-66.2% |
| Participant deferral / active EE | $1,296 | $3,260-60.2% | $5,198-75.1% | $3,608-64.1% |
| Admin fee / account holder | $9,640 | $5,880+63.9% | $13,955-30.9% | $5,124+88.1% |