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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 | $31,558 | $100,073-68.5% | $85,126-62.9% | $145,877-78.4% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 6.58% | 84.11%-77.5pp | 66.63%-60.1pp | 551.28%-544.7pp |
| Employer contribution / active EE | $791 | $3,236-75.6% | $2,731-71.1% | $4,663-83.0% |
| Participant deferral / active EE | $2,911 | $5,294-45.0% | $4,523-35.6% | $6,691-56.5% |
| Admin fee / account holder | $32,145 | $7,261+342.7% | $6,160+421.8% | $13,402+139.8% |