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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 | $31,867 | $55,437-42.5% | $155,534-79.5% | $74,459-57.2% |
| Participation rate | 34.0% | 61.9%-27.9pp | 78.2%-44.2pp | 67.2%-33.2pp |
| Annual return | 10.20% | 269.58%-259.4pp | 64.92%-54.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $787 | $2,266-65.3% | $4,675-83.2% | $2,626-70.0% |
| Participant deferral / active EE | $1,228 | $2,837-56.7% | $5,630-78.2% | $4,350-71.8% |
| Admin fee / account holder | $8,901 | $1,742+410.8% | $15,900-44.0% | $1,945+357.7% |