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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 | $35,678 | $45,123-20.9% | $85,240-58.1% | $74,478-52.1% |
| Participation rate | 21.2% | 49.4%-28.2pp | 67.5%-46.4pp | 67.2%-46.0pp |
| Annual return | 5.64% | 26.32%-20.7pp | 66.75%-61.1pp | 1370.56%-1364.9pp |
| Employer contribution / active EE | $442 | $1,459-69.7% | $2,735-83.9% | $2,626-83.2% |
| Participant deferral / active EE | $957 | $2,736-65.0% | $4,527-78.9% | $4,350-78.0% |
| Admin fee / account holder | $17,564 | $2,215+693.1% | $6,165+184.9% | $1,946+802.6% |