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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 | $29,036 | $55,437-47.6% | $155,534-81.3% | $74,459-61.0% |
| Participation rate | 37.6% | 61.9%-24.3pp | 78.2%-40.7pp | 67.2%-29.7pp |
| Annual return | 10.57% | 269.58%-259.0pp | 64.92%-54.4pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $821 | $2,266-63.8% | $4,675-82.4% | $2,626-68.7% |
| Participant deferral / active EE | $1,397 | $2,837-50.8% | $5,630-75.2% | $4,350-67.9% |
| Admin fee / account holder | $3,049 | $1,742+75.0% | $15,900-80.8% | $1,945+56.8% |