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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 | $65,456 | $85,169-23.1% | $172,755-62.1% | $72,983-10.3% |
| Participation rate | 34.8% | 70.1%-35.2pp | 82.6%-47.8pp | 69.5%-34.6pp |
| Annual return | 4.85% | 27.32%-22.5pp | 802.94%-798.1pp | 81.01%-76.2pp |
| Employer contribution / active EE | $692 | $3,324-79.2% | $5,144-86.6% | $2,440-71.7% |
| Participant deferral / active EE | $1,218 | $3,260-62.6% | $5,198-76.6% | $3,608-66.2% |
| Admin fee / account holder | $27,004 | $5,880+359.2% | $13,955+93.5% | $5,124+427.0% |