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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 | $33,865 | $48,327-29.9% | $67,575-49.9% | $80,935-58.2% |
| Participation rate | 54.8% | 66.4%-11.6pp | 72.9%-18.1pp | 67.7%-12.8pp |
| Annual return | 9.59% | 18.31%-8.7pp | 3528.98%-3519.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $968 | $2,022-52.2% | $2,736-64.6% | $2,757-64.9% |
| Participant deferral / active EE | $1,876 | $2,927-35.9% | $4,003-53.1% | $4,299-56.4% |
| Admin fee / account holder | $9,167 | $3,692+148.3% | $3,993+129.6% | $6,924+32.4% |