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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 | $55,472-44.2% | $155,567-80.1% | $74,546-58.5% |
| Participation rate | 29.1% | 61.9%-32.8pp | 78.2%-49.1pp | 67.2%-38.1pp |
| Annual return | 10.39% | 268.72%-258.3pp | 64.74%-54.3pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $583 | $2,269-74.3% | $4,674-87.5% | $2,624-77.8% |
| Participant deferral / active EE | $1,228 | $2,838-56.7% | $5,628-78.2% | $4,347-71.8% |
| Admin fee / account holder | $3,828 | $1,743+119.7% | $15,916-76.0% | $1,944+97.0% |