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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 | $34,055 | $29,319+16.2% | $52,425-35.0% | $82,448-58.7% |
| Participation rate | 32.1% | 46.9%-14.8pp | 55.6%-23.6pp | 68.1%-36.0pp |
| Annual return | 12.16% | 535.20%-523.0pp | 302.12%-290.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $129 | $586-77.9% | $914-85.8% | $2,551-94.9% |
| Participant deferral / active EE | $752 | $1,171-35.8% | $1,790-58.0% | $4,139-81.8% |
| Admin fee / account holder | $765 | $1,962-61.0% | $2,495-69.4% | $7,234-89.4% |