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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 | $35,753 | $98,240-63.6% | $82,312-56.6% | $147,586-75.8% |
| Participation rate | 52.4% | 79.7%-27.3pp | 76.9%-24.5pp | 82.8%-30.4pp |
| Annual return | 6.70% | 30.85%-24.2pp | 25.88%-19.2pp | 578.59%-571.9pp |
| Employer contribution / active EE | $655 | $3,192-79.5% | $2,428-73.0% | $4,876-86.6% |
| Participant deferral / active EE | $1,898 | $4,383-56.7% | $3,706-48.8% | $5,439-65.1% |
| Admin fee / account holder | $18,600 | $8,563+117.2% | $5,608+231.7% | $10,886+70.9% |