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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 | $31,911 | $55,902-42.9% | $76,030-58.0% | $80,959-60.6% |
| Participation rate | 51.5% | 62.1%-10.6pp | 69.1%-17.6pp | 67.7%-16.2pp |
| Annual return | 6.42% | 20.59%-14.2pp | 361.54%-355.1pp | 35.67%-29.3pp |
| Employer contribution / active EE | $1,022 | $1,867-45.3% | $2,688-62.0% | $2,757-63.0% |
| Participant deferral / active EE | $1,556 | $3,051-49.0% | $4,257-63.5% | $4,300-63.8% |
| Admin fee / account holder | $11,815 | $5,239+125.5% | $6,421+84.0% | $6,925+70.6% |