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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 | $32,830 | $28,624+14.7% | $53,647-38.8% | $82,637-60.3% |
| Participation rate | 33.9% | 47.3%-13.4pp | 56.3%-22.4pp | 68.1%-34.2pp |
| Annual return | 12.51% | 664.98%-652.5pp | 358.33%-345.8pp | 53.51%-41.0pp |
| Employer contribution / active EE | $183 | $637-71.2% | $962-81.0% | $2,552-92.8% |
| Participant deferral / active EE | $474 | $1,196-60.4% | $1,813-73.9% | $4,126-88.5% |
| Admin fee / account holder | $4,053 | $2,022+100.5% | $2,460+64.8% | $7,339-44.8% |