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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 | $37,233 | $65,961-43.6% | $180,320-79.4% | $94,015-60.4% |
| Participation rate | 54.6% | 61.3%-6.6pp | 71.5%-16.9pp | 70.8%-16.2pp |
| Annual return | 2.45% | 14.27%-11.8pp | 778.54%-776.1pp | 17.84%-15.4pp |
| Employer contribution / active EE | $371 | $1,737-78.7% | $4,108-91.0% | $2,790-86.7% |
| Participant deferral / active EE | $2,635 | $3,003-12.2% | $4,304-38.8% | $4,249-38.0% |
| Admin fee / account holder | $14,439 | $4,901+194.6% | $10,000+44.4% | $8,951+61.3% |