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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 | $33,204 | $51,184-35.1% | $66,439-50.0% | $86,983-61.8% |
| Participation rate | 52.3% | 68.5%-16.2pp | 74.5%-22.2pp | 69.5%-17.2pp |
| Annual return | 6.81% | 17.07%-10.3pp | 757.66%-750.8pp | 25.83%-19.0pp |
| Employer contribution / active EE | $1,140 | $2,023-43.6% | $2,637-56.8% | $2,584-55.9% |
| Participant deferral / active EE | $1,747 | $2,927-40.3% | $3,876-54.9% | $4,194-58.3% |
| Admin fee / account holder | $4,000 | $4,154-3.7% | $6,173-35.2% | $7,856-49.1% |