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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 | $31,172 | $29,319+6.3% | $52,425-40.5% | $82,448-62.2% |
| Participation rate | 23.9% | 46.9%-23.0pp | 55.6%-31.7pp | 68.1%-44.2pp |
| Annual return | 11.68% | 535.20%-523.5pp | 302.12%-290.4pp | 41.64%-30.0pp |
| Employer contribution / active EE | $272 | $586-53.7% | $914-70.3% | $2,551-89.3% |
| Participant deferral / active EE | $1,151 | $1,171-1.7% | $1,790-35.7% | $4,139-72.2% |
| Admin fee / account holder | $13,764 | $1,962+601.5% | $2,495+451.7% | $7,234+90.3% |