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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 | $19,987 | $55,470-64.0% | $155,556-87.2% | $74,478-73.2% |
| Participation rate | 46.3% | 61.9%-15.6pp | 78.2%-31.9pp | 67.2%-20.9pp |
| Annual return | 10.78% | 269.80%-259.0pp | 64.84%-54.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $749 | $2,267-67.0% | $4,675-84.0% | $2,626-71.5% |
| Participant deferral / active EE | $1,405 | $2,838-50.5% | $5,631-75.1% | $4,350-67.7% |
| Admin fee / account holder | $3,914 | $1,744+124.4% | $15,885-75.4% | $1,946+101.2% |