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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 | $55,446-42.4% | $155,574-79.5% | $74,429-57.1% |
| Participation rate | 33.1% | 61.9%-28.8pp | 78.2%-45.1pp | 67.2%-34.1pp |
| Annual return | 11.04% | 269.20%-258.2pp | 64.87%-53.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $548 | $2,266-75.8% | $4,676-88.3% | $2,625-79.1% |
| Participant deferral / active EE | $837 | $2,836-70.5% | $5,629-85.1% | $4,348-80.8% |
| Admin fee / account holder | $4,843 | $1,743+177.8% | $15,914-69.6% | $1,944+149.1% |