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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 | $55,472-49.4% | $155,567-82.0% | $74,546-62.4% |
| Participation rate | 41.1% | 61.9%-20.8pp | 78.2%-37.1pp | 67.2%-26.1pp |
| Annual return | 9.12% | 268.72%-259.6pp | 64.74%-55.6pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $394 | $2,269-82.7% | $4,674-91.6% | $2,624-85.0% |
| Participant deferral / active EE | $1,223 | $2,838-56.9% | $5,628-78.3% | $4,347-71.9% |
| Admin fee / account holder | $6,345 | $1,743+264.1% | $15,916-60.1% | $1,944+226.5% |