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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 | $35,883 | $27,243+31.7% | $52,425-31.6% | $79,634-54.9% |
| Participation rate | 13.2% | 22.4%-9.2pp | 55.6%-42.4pp | 62.5%-49.2pp |
| Annual return | 12.83% | 63.36%-50.5pp | 302.12%-289.3pp | 36.46%-23.6pp |
| Employer contribution / active EE | $310 | $319-2.8% | $914-66.1% | $2,529-87.7% |
| Participant deferral / active EE | $532 | $636-16.2% | $1,790-70.3% | $3,835-86.1% |
| Admin fee / account holder | $4,080 | $2,105+93.8% | $2,495+63.5% | $1,002+307.2% |