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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 | $21,799 | $55,437-60.7% | $155,534-86.0% | $74,459-70.7% |
| Participation rate | 52.9% | 61.9%-9.0pp | 78.2%-25.3pp | 67.2%-14.3pp |
| Annual return | 8.40% | 269.58%-261.2pp | 64.92%-56.5pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $872 | $2,266-61.5% | $4,675-81.4% | $2,626-66.8% |
| Participant deferral / active EE | $1,821 | $2,837-35.8% | $5,630-67.6% | $4,350-58.1% |
| Admin fee / account holder | $2,556 | $1,742+46.7% | $15,900-83.9% | $1,945+31.4% |