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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 | $30,928 | $55,446-44.2% | $155,574-80.1% | $74,429-58.4% |
| Participation rate | 29.1% | 61.9%-32.8pp | 78.2%-49.1pp | 67.2%-38.1pp |
| Annual return | 10.39% | 269.20%-258.8pp | 64.87%-54.5pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $583 | $2,266-74.3% | $4,676-87.5% | $2,625-77.8% |
| Participant deferral / active EE | $1,228 | $2,836-56.7% | $5,629-78.2% | $4,348-71.8% |
| Admin fee / account holder | $3,828 | $1,743+119.6% | $15,914-75.9% | $1,944+96.9% |