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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 | $55,437-41.0% | $155,534-79.0% | $74,459-56.1% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 8.59% | 269.58%-261.0pp | 64.92%-56.3pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $591 | $2,266-73.9% | $4,675-87.3% | $2,626-77.5% |
| Participant deferral / active EE | $1,282 | $2,837-54.8% | $5,630-77.2% | $4,350-70.5% |
| Admin fee / account holder | $5,164 | $1,742+196.4% | $15,900-67.5% | $1,945+165.5% |