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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 | $28,053 | $55,423-49.4% | $155,602-82.0% | $74,400-62.3% |
| Participation rate | 41.1% | 61.9%-20.8pp | 78.2%-37.1pp | 67.2%-26.1pp |
| Annual return | 9.12% | 269.07%-259.9pp | 64.81%-55.7pp | 1367.51%-1358.4pp |
| Employer contribution / active EE | $394 | $2,266-82.6% | $4,675-91.6% | $2,624-85.0% |
| Participant deferral / active EE | $1,223 | $2,835-56.9% | $5,629-78.3% | $4,348-71.9% |
| Admin fee / account holder | $6,345 | $1,744+263.7% | $15,923-60.2% | $1,944+226.4% |