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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 | $33,860 | $65,027-47.9% | $90,970-62.8% | $79,852-57.6% |
| Participation rate | 39.3% | 61.6%-22.3pp | 69.0%-29.7pp | 69.6%-30.4pp |
| Annual return | 4.87% | 30.45%-25.6pp | 134.58%-129.7pp | 31.72%-26.8pp |
| Employer contribution / active EE | $800 | $1,247-35.8% | $2,122-62.3% | $2,471-67.6% |
| Participant deferral / active EE | $1,558 | $2,512-38.0% | $3,373-53.8% | $3,740-58.3% |
| Admin fee / account holder | $45,907 | $4,535+912.2% | $5,960+670.2% | $5,306+765.1% |