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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 | $33,216 | $53,128-37.5% | $86,581-61.6% | $70,124-52.6% |
| Participation rate | 55.0% | 65.3%-10.3pp | 73.5%-18.5pp | 69.5%-14.5pp |
| Annual return | 6.23% | 27.66%-21.4pp | 965.06%-958.8pp | 73.14%-66.9pp |
| Employer contribution / active EE | $300 | $2,068-85.5% | $2,840-89.4% | $2,342-87.2% |
| Participant deferral / active EE | $1,686 | $2,695-37.4% | $3,609-53.3% | $3,332-49.4% |
| Admin fee / account holder | $22,769 | $3,584+535.4% | $4,904+364.3% | $4,645+390.1% |