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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 | $37,787 | $88,702-57.4% | $81,780-53.8% | $145,978-74.1% |
| Participation rate | 21.4% | 75.0%-53.6pp | 72.4%-50.9pp | 80.3%-58.9pp |
| Annual return | 9.05% | 1029.12%-1020.1pp | 776.27%-767.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $421 | $3,084-86.3% | $2,914-85.5% | $4,662-91.0% |
| Participant deferral / active EE | $1,311 | $4,645-71.8% | $4,321-69.7% | $6,690-80.4% |
| Admin fee / account holder | $29,038 | $8,414+245.1% | $7,384+293.3% | $13,400+116.7% |