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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 | $100,139-68.5% | $85,187-63.0% | $145,884-78.4% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 6.58% | 84.15%-77.6pp | 66.67%-60.1pp | 551.85%-545.3pp |
| Employer contribution / active EE | $791 | $3,238-75.6% | $2,732-71.1% | $4,662-83.0% |
| Participant deferral / active EE | $2,911 | $5,296-45.0% | $4,525-35.7% | $6,690-56.5% |
| Admin fee / account holder | $32,145 | $7,262+342.6% | $6,162+421.7% | $13,392+140.0% |