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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 | $43,309 | $56,431-23.3% | $130,788-66.9% | $87,485-50.5% |
| Participation rate | 36.0% | 58.9%-22.9pp | 70.1%-34.1pp | 68.9%-32.9pp |
| Annual return | 8.96% | 91.27%-82.3pp | 386.44%-377.5pp | 26.06%-17.1pp |
| Employer contribution / active EE | $356 | $1,549-77.0% | $3,558-90.0% | $2,596-86.3% |
| Participant deferral / active EE | $1,302 | $2,749-52.7% | $4,137-68.5% | $4,274-69.5% |
| Admin fee / account holder | $15,643 | $4,433+252.9% | $6,673+134.4% | $7,775+101.2% |