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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 | $45,815 | $55,472-17.4% | $155,567-70.5% | $74,546-38.5% |
| Participation rate | 28.0% | 61.9%-33.9pp | 78.2%-50.2pp | 67.2%-39.2pp |
| Annual return | 7.71% | 268.72%-261.0pp | 64.74%-57.0pp | 1366.03%-1358.3pp |
| Employer contribution / active EE | $602 | $2,269-73.5% | $4,674-87.1% | $2,624-77.1% |
| Participant deferral / active EE | $1,215 | $2,838-57.2% | $5,628-78.4% | $4,347-72.1% |
| Admin fee / account holder | $5,889 | $1,743+238.0% | $15,916-63.0% | $1,944+203.0% |