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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 | $37,591 | $65,440-42.6% | $98,506-61.8% | $85,851-56.2% |
| Participation rate | 49.1% | 65.0%-15.9pp | 73.3%-24.3pp | 69.3%-20.2pp |
| Annual return | 8.21% | 21.75%-13.5pp | 1494.92%-1486.7pp | 318.63%-310.4pp |
| Employer contribution / active EE | $782 | $2,169-63.9% | $2,961-73.6% | $2,565-69.5% |
| Participant deferral / active EE | $1,553 | $3,168-51.0% | $4,277-63.7% | $3,952-60.7% |
| Admin fee / account holder | $2,631 | $4,596-42.8% | $5,955-55.8% | $6,261-58.0% |