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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 | $29,827 | $167,030-82.1% | $135,768-78.0% | $155,188-80.8% |
| Participation rate | 41.7% | 76.2%-34.5pp | 71.1%-29.4pp | 80.8%-39.1pp |
| Annual return | 5.28% | 678.39%-673.1pp | 526.10%-520.8pp | 148.84%-143.6pp |
| Employer contribution / active EE | $995 | $4,132-75.9% | $3,394-70.7% | $4,248-76.6% |
| Participant deferral / active EE | $1,883 | $4,528-58.4% | $3,977-52.7% | $6,531-71.2% |
| Admin fee / account holder | $42,022 | $8,172+414.2% | $7,048+496.2% | $14,480+190.2% |