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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 | $36,719 | $28,624+28.3% | $53,647-31.6% | $82,637-55.6% |
| Participation rate | 33.9% | 47.3%-13.4pp | 56.3%-22.4pp | 68.1%-34.2pp |
| Annual return | 12.81% | 664.98%-652.2pp | 358.33%-345.5pp | 53.51%-40.7pp |
| Employer contribution / active EE | $549 | $637-13.8% | $962-43.0% | $2,552-78.5% |
| Participant deferral / active EE | $700 | $1,196-41.5% | $1,813-61.4% | $4,126-83.0% |
| Admin fee / account holder | $13,451 | $2,022+565.3% | $2,460+446.8% | $7,339+83.3% |