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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 | $30,946 | $55,423-44.2% | $155,602-80.1% | $74,400-58.4% |
| Participation rate | 41.1% | 61.9%-20.8pp | 78.2%-37.1pp | 67.2%-26.1pp |
| Annual return | 10.92% | 269.07%-258.1pp | 64.81%-53.9pp | 1367.51%-1356.6pp |
| Employer contribution / active EE | $898 | $2,266-60.4% | $4,675-80.8% | $2,624-65.8% |
| Participant deferral / active EE | $2,517 | $2,835-11.2% | $5,629-55.3% | $4,348-42.1% |
| Admin fee / account holder | $10,104 | $1,744+479.2% | $15,923-36.5% | $1,944+419.9% |