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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 | $34,250 | $85,171-59.8% | $172,752-80.2% | $72,975-53.1% |
| Participation rate | 63.6% | 70.1%-6.4pp | 82.6%-19.0pp | 69.5%-5.9pp |
| Annual return | 9.90% | 27.32%-17.4pp | 802.97%-793.1pp | 81.01%-71.1pp |
| Employer contribution / active EE | $1,647 | $3,324-50.4% | $5,144-68.0% | $2,440-32.5% |
| Participant deferral / active EE | $1,877 | $3,260-42.4% | $5,198-63.9% | $3,608-48.0% |
| Admin fee / account holder | $30,313 | $5,880+415.5% | $13,955+117.2% | $5,124+491.6% |