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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 | $33,511 | $65,575-48.9% | $86,209-61.1% | $75,181-55.4% |
| Participation rate | 27.1% | 60.5%-33.4pp | 69.0%-41.9pp | 67.2%-40.1pp |
| Annual return | 7.90% | 46.07%-38.2pp | 1169.05%-1161.2pp | 160.69%-152.8pp |
| Employer contribution / active EE | $377 | $1,553-75.7% | $2,381-84.2% | $2,671-85.9% |
| Participant deferral / active EE | $2,795 | $3,023-7.6% | $3,986-29.9% | $4,126-32.3% |
| Admin fee / account holder | $9,293 | $5,470+69.9% | $6,853+35.6% | $5,650+64.5% |