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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 | $30,445 | $29,319+3.8% | $52,425-41.9% | $82,448-63.1% |
| Participation rate | 24.3% | 46.9%-22.5pp | 55.6%-31.3pp | 68.1%-43.7pp |
| Annual return | 13.04% | 535.20%-522.2pp | 302.12%-289.1pp | 41.64%-28.6pp |
| Employer contribution / active EE | $75 | $586-87.2% | $914-91.8% | $2,551-97.1% |
| Participant deferral / active EE | $751 | $1,171-35.9% | $1,790-58.1% | $4,139-81.9% |
| Admin fee / account holder | $9,615 | $1,962+390.0% | $2,495+285.4% | $7,234+32.9% |