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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 | $33,220 | $68,097-51.2% | $62,929-47.2% | $137,256-75.8% |
| Participation rate | 53.8% | 77.4%-23.6pp | 73.1%-19.3pp | 80.0%-26.1pp |
| Annual return | 9.29% | 1859.11%-1849.8pp | 1063.93%-1054.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $503 | $2,811-82.1% | $2,505-79.9% | $4,156-87.9% |
| Participant deferral / active EE | $1,204 | $4,553-73.6% | $3,888-69.0% | $6,407-81.2% |
| Admin fee / account holder | $9,872 | $6,521+51.4% | $5,065+94.9% | $12,270-19.5% |