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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 | $55,446-37.5% | $155,574-77.7% | $74,429-53.5% |
| Participation rate | 23.6% | 61.9%-38.3pp | 78.2%-54.6pp | 67.2%-43.6pp |
| Annual return | 4.72% | 269.20%-264.5pp | 64.87%-60.1pp | 1368.38%-1363.7pp |
| Employer contribution / active EE | $852 | $2,266-62.4% | $4,676-81.8% | $2,625-67.5% |
| Participant deferral / active EE | $1,266 | $2,836-55.4% | $5,629-77.5% | $4,348-70.9% |
| Admin fee / account holder | $5,400 | $1,743+209.8% | $15,914-66.1% | $1,944+177.7% |