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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 | $34,633 | $55,472-37.6% | $155,567-77.7% | $74,546-53.5% |
| Participation rate | 23.6% | 61.9%-38.3pp | 78.2%-54.6pp | 67.2%-43.6pp |
| Annual return | 4.72% | 268.72%-264.0pp | 64.74%-60.0pp | 1366.03%-1361.3pp |
| Employer contribution / active EE | $852 | $2,269-62.4% | $4,674-81.8% | $2,624-67.5% |
| Participant deferral / active EE | $1,266 | $2,838-55.4% | $5,628-77.5% | $4,347-70.9% |
| Admin fee / account holder | $5,400 | $1,743+209.9% | $15,916-66.1% | $1,944+177.8% |