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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 | $34,601 | $55,437-37.6% | $155,534-77.8% | $74,459-53.5% |
| Participation rate | 37.3% | 61.9%-24.6pp | 78.2%-40.9pp | 67.2%-29.9pp |
| Annual return | 9.56% | 269.58%-260.0pp | 64.92%-55.4pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $765 | $2,266-66.2% | $4,675-83.6% | $2,626-70.9% |
| Participant deferral / active EE | $1,695 | $2,837-40.3% | $5,630-69.9% | $4,350-61.0% |
| Admin fee / account holder | $2,894 | $1,742+66.1% | $15,900-81.8% | $1,945+48.8% |