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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 | $34,595 | $55,423-37.6% | $155,602-77.8% | $74,400-53.5% |
| Participation rate | 44.3% | 61.9%-17.5pp | 78.2%-33.9pp | 67.2%-22.9pp |
| Annual return | 6.28% | 269.07%-262.8pp | 64.81%-58.5pp | 1367.51%-1361.2pp |
| Employer contribution / active EE | $819 | $2,266-63.9% | $4,675-82.5% | $2,624-68.8% |
| Participant deferral / active EE | $973 | $2,835-65.7% | $5,629-82.7% | $4,348-77.6% |
| Admin fee / account holder | $3,707 | $1,744+112.5% | $15,923-76.7% | $1,944+90.7% |