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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 | $32,695 | $55,423-41.0% | $155,602-79.0% | $74,400-56.1% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 8.59% | 269.07%-260.5pp | 64.81%-56.2pp | 1367.51%-1358.9pp |
| Employer contribution / active EE | $591 | $2,266-73.9% | $4,675-87.3% | $2,624-77.5% |
| Participant deferral / active EE | $1,282 | $2,835-54.8% | $5,629-77.2% | $4,348-70.5% |
| Admin fee / account holder | $5,164 | $1,744+196.0% | $15,923-67.6% | $1,944+165.7% |