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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 | $20,959 | $55,446-62.2% | $155,574-86.5% | $74,429-71.8% |
| Participation rate | 29.1% | 61.9%-32.8pp | 78.2%-49.1pp | 67.2%-38.1pp |
| Annual return | 10.33% | 269.20%-258.9pp | 64.87%-54.5pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $638 | $2,266-71.8% | $4,676-86.4% | $2,625-75.7% |
| Participant deferral / active EE | $861 | $2,836-69.6% | $5,629-84.7% | $4,348-80.2% |
| Admin fee / account holder | $3,716 | $1,743+113.2% | $15,914-76.6% | $1,944+91.1% |