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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 | $29,369 | $60,119-51.1% | $90,430-67.5% | $79,858-63.2% |
| Participation rate | 55.3% | 65.0%-9.7pp | 72.7%-17.4pp | 69.6%-14.4pp |
| Annual return | 9.53% | 71.94%-62.4pp | 1293.73%-1284.2pp | 31.72%-22.2pp |
| Employer contribution / active EE | $632 | $2,068-69.4% | $3,262-80.6% | $2,471-74.4% |
| Participant deferral / active EE | $2,183 | $2,938-25.7% | $3,963-44.9% | $3,740-41.6% |
| Admin fee / account holder | $17,331 | $3,976+335.9% | $5,613+208.7% | $5,306+226.6% |