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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 | $31,914 | $55,472-42.5% | $155,567-79.5% | $74,546-57.2% |
| Participation rate | 33.1% | 61.9%-28.8pp | 78.2%-45.1pp | 67.2%-34.1pp |
| Annual return | 11.04% | 268.72%-257.7pp | 64.74%-53.7pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $548 | $2,269-75.9% | $4,674-88.3% | $2,624-79.1% |
| Participant deferral / active EE | $837 | $2,838-70.5% | $5,628-85.1% | $4,347-80.7% |
| Admin fee / account holder | $4,843 | $1,743+177.9% | $15,916-69.6% | $1,944+149.2% |