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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 | $32,423 | $80,812-59.9% | $160,784-79.8% | $82,448-60.7% |
| Participation rate | 39.2% | 66.2%-27.0pp | 77.0%-37.7pp | 68.1%-28.9pp |
| Annual return | 3.97% | 100.59%-96.6pp | 1803.92%-1800.0pp | 41.64%-37.7pp |
| Employer contribution / active EE | $610 | $2,174-72.0% | $3,733-83.7% | $2,551-76.1% |
| Participant deferral / active EE | $1,911 | $4,335-55.9% | $6,293-69.6% | $4,139-53.8% |
| Admin fee / account holder | $10,499 | $7,695+36.4% | $9,717+8.0% | $7,234+45.1% |