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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 | $38,942 | $65,434-40.5% | $98,483-60.5% | $85,847-54.6% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 69.3%-29.3pp |
| Annual return | 8.83% | 21.75%-12.9pp | 1494.38%-1485.5pp | 318.61%-309.8pp |
| Employer contribution / active EE | $822 | $2,169-62.1% | $2,961-72.2% | $2,565-68.0% |
| Participant deferral / active EE | $2,554 | $3,168-19.4% | $4,276-40.3% | $3,952-35.4% |
| Admin fee / account holder | $342 | $4,595-92.6% | $5,953-94.3% | $6,261-94.5% |