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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 | $35,701 | $28,624+24.7% | $53,647-33.5% | $82,637-56.8% |
| Participation rate | 39.6% | 47.3%-7.6pp | 56.3%-16.7pp | 68.1%-28.4pp |
| Annual return | 9.37% | 664.98%-655.6pp | 358.33%-349.0pp | 53.51%-44.1pp |
| Employer contribution / active EE | $800 | $637+25.7% | $962-16.8% | $2,552-68.6% |
| Participant deferral / active EE | $897 | $1,196-25.0% | $1,813-50.5% | $4,126-78.3% |
| Admin fee / account holder | $24,963 | $2,022+1134.8% | $2,460+914.8% | $7,339+240.2% |