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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 | $100,203-68.5% | $85,240-63.0% | $145,897-78.4% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 6.58% | 84.28%-77.7pp | 66.75%-60.2pp | 552.29%-545.7pp |
| Employer contribution / active EE | $791 | $3,242-75.6% | $2,735-71.1% | $4,663-83.0% |
| Participant deferral / active EE | $2,911 | $5,299-45.1% | $4,527-35.7% | $6,689-56.5% |
| Admin fee / account holder | $32,145 | $7,265+342.5% | $6,165+421.4% | $13,390+140.1% |