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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 | $30,230 | $180,749-83.3% | $160,784-81.2% | $137,256-78.0% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.0%-48.4pp | 80.0%-51.4pp |
| Annual return | 6.90% | 2234.46%-2227.6pp | 1803.92%-1797.0pp | 220.34%-213.4pp |
| Employer contribution / active EE | $880 | $4,155-78.8% | $3,733-76.4% | $4,156-78.8% |
| Participant deferral / active EE | $1,374 | $6,844-79.9% | $6,293-78.2% | $6,407-78.6% |
| Admin fee / account holder | $30,740 | $10,397+195.7% | $9,717+216.4% | $12,270+150.5% |