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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 | $29,816 | $55,437-46.2% | $155,534-80.8% | $74,459-60.0% |
| Participation rate | 57.1% | 61.9%-4.8pp | 78.2%-21.1pp | 67.2%-10.1pp |
| Annual return | 10.85% | 269.58%-258.7pp | 64.92%-54.1pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $1,018 | $2,266-55.1% | $4,675-78.2% | $2,626-61.2% |
| Participant deferral / active EE | $923 | $2,837-67.5% | $5,630-83.6% | $4,350-78.8% |
| Admin fee / account holder | $3,892 | $1,742+123.4% | $15,900-75.5% | $1,945+100.1% |