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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 | $29,048 | $31,679-8.3% | $74,722-61.1% | $65,185-55.4% |
| Participation rate | 12.1% | 40.4%-28.3pp | 54.5%-42.4pp | 70.2%-58.1pp |
| Annual return | 16.25% | 39.04%-22.8pp | 753.11%-736.9pp | 29.38%-13.1pp |
| Employer contribution / active EE | $325 | $566-42.6% | $1,084-70.0% | $2,177-85.1% |
| Participant deferral / active EE | $601 | $1,191-49.5% | $1,963-69.4% | $3,514-82.9% |
| Admin fee / account holder | $17,993 | $379+4649.6% | $3,335+439.6% | $847+2023.8% |