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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 | $32,800 | $55,470-40.9% | $155,556-78.9% | $74,478-56.0% |
| Participation rate | 59.6% | 61.9%-2.3pp | 78.2%-18.6pp | 67.2%-7.6pp |
| Annual return | 11.11% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,355 | $2,267-40.2% | $4,675-71.0% | $2,626-48.4% |
| Participant deferral / active EE | $1,704 | $2,838-39.9% | $5,631-69.7% | $4,350-60.8% |
| Admin fee / account holder | $3,363 | $1,744+92.8% | $15,885-78.8% | $1,946+72.8% |