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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 | $30,863 | $127,273-75.8% | $109,895-71.9% | $167,518-81.6% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.2%-45.7pp | 82.1%-53.5pp |
| Annual return | 4.14% | 22.97%-18.8pp | 29.46%-25.3pp | 478.71%-474.6pp |
| Employer contribution / active EE | $706 | $3,324-78.8% | $2,843-75.2% | $4,838-85.4% |
| Participant deferral / active EE | $782 | $4,515-82.7% | $4,049-80.7% | $6,342-87.7% |
| Admin fee / account holder | $110,340 | $7,117+1450.5% | $6,067+1718.7% | $12,312+796.2% |