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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 | $29,433 | $29,733-1.0% | $56,025-47.5% | $80,959-63.6% |
| Participation rate | 67.9% | 41.7%+26.1pp | 52.5%+15.3pp | 67.7%+0.2pp |
| Annual return | 8.44% | 35.28%-26.8pp | 1712.69%-1704.2pp | 35.67%-27.2pp |
| Employer contribution / active EE | $1,028 | $672+53.0% | $1,042-1.3% | $2,757-62.7% |
| Participant deferral / active EE | $2,076 | $1,229+68.8% | $1,955+6.2% | $4,300-51.7% |
| Admin fee / account holder | $70,609 | $2,434+2801.5% | $2,828+2396.5% | $6,925+919.6% |