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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 | $30,100 | $60,504-50.3% | $81,882-63.2% | $74,478-59.6% |
| Participation rate | 54.9% | 62.9%-8.0pp | 72.4%-17.5pp | 67.2%-12.3pp |
| Annual return | 8.75% | 16.91%-8.2pp | 779.47%-770.7pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $520 | $2,627-80.2% | $2,916-82.2% | $2,626-80.2% |
| Participant deferral / active EE | $2,837 | $3,400-16.6% | $4,323-34.4% | $4,350-34.8% |
| Admin fee / account holder | $7,399 | $1,492+395.9% | $7,360+0.5% | $1,946+280.2% |