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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 | $34,740 | $72,071-51.8% | $68,368-49.2% | $137,256-74.7% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.0%-16.8pp |
| Annual return | 7.90% | 353.14%-345.2pp | 292.57%-284.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $659 | $2,788-76.4% | $2,649-75.1% | $4,156-84.2% |
| Participant deferral / active EE | $983 | $4,410-77.7% | $4,123-76.2% | $6,407-84.7% |
| Admin fee / account holder | $12,341 | $5,336+131.3% | $5,150+139.6% | $12,270+0.6% |