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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 | $34,381 | $63,703-46.0% | $93,063-63.1% | $82,448-58.3% |
| Participation rate | 42.3% | 63.8%-21.5pp | 72.1%-29.8pp | 68.1%-25.8pp |
| Annual return | 8.92% | -775.43%+784.4pp | 34.15%-25.2pp | 41.64%-32.7pp |
| Employer contribution / active EE | $744 | $1,729-57.0% | $2,476-69.9% | $2,551-70.8% |
| Participant deferral / active EE | $1,144 | $2,919-60.8% | $3,958-71.1% | $4,139-72.4% |
| Admin fee / account holder | $10,804 | $5,982+80.6% | $6,033+79.1% | $7,234+49.3% |