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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 | $43,412 | $60,128-27.8% | $90,440-52.0% | $79,852-45.6% |
| Participation rate | 48.0% | 65.0%-17.0pp | 72.7%-24.7pp | 69.6%-21.6pp |
| Annual return | 7.26% | 71.95%-64.7pp | 1294.38%-1287.1pp | 31.72%-24.5pp |
| Employer contribution / active EE | $764 | $2,068-63.1% | $3,263-76.6% | $2,471-69.1% |
| Participant deferral / active EE | $1,576 | $2,939-46.4% | $3,964-60.2% | $3,740-57.9% |
| Admin fee / account holder | $20,397 | $3,977+412.8% | $5,615+263.3% | $5,306+284.4% |