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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 | $55,446-17.4% | $155,574-70.6% | $74,429-38.4% |
| Participation rate | 28.0% | 61.9%-33.9pp | 78.2%-50.2pp | 67.2%-39.2pp |
| Annual return | 7.71% | 269.20%-261.5pp | 64.87%-57.2pp | 1368.38%-1360.7pp |
| Employer contribution / active EE | $602 | $2,266-73.4% | $4,676-87.1% | $2,625-77.1% |
| Participant deferral / active EE | $1,215 | $2,836-57.2% | $5,629-78.4% | $4,348-72.1% |
| Admin fee / account holder | $5,889 | $1,743+237.9% | $15,914-63.0% | $1,944+202.9% |