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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 | $39,404 | $29,319+34.4% | $52,425-24.8% | $82,448-52.2% |
| Participation rate | 31.1% | 46.9%-15.7pp | 55.6%-24.5pp | 68.1%-37.0pp |
| Annual return | 13.18% | 535.20%-522.0pp | 302.12%-288.9pp | 41.64%-28.5pp |
| Employer contribution / active EE | $412 | $586-29.7% | $914-54.9% | $2,551-83.8% |
| Participant deferral / active EE | $664 | $1,171-43.3% | $1,790-62.9% | $4,139-83.9% |
| Admin fee / account holder | $33,169 | $1,962+1590.5% | $2,495+1229.5% | $7,234+358.5% |