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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 | $162,529-81.6% | $130,788-77.2% | $154,746-80.7% |
| Participation rate | 41.7% | 75.9%-34.2pp | 70.1%-28.4pp | 80.7%-39.0pp |
| Annual return | 5.28% | 510.48%-505.2pp | 386.44%-381.2pp | 172.34%-167.1pp |
| Employer contribution / active EE | $995 | $4,447-77.6% | $3,558-72.0% | $4,379-77.3% |
| Participant deferral / active EE | $1,883 | $4,808-60.8% | $4,137-54.5% | $6,730-72.0% |
| Admin fee / account holder | $42,022 | $7,669+447.9% | $6,673+529.8% | $14,365+192.5% |