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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 | $39,040 | $60,504-35.5% | $81,882-52.3% | $74,478-47.6% |
| Participation rate | 22.3% | 62.9%-40.6pp | 72.4%-50.1pp | 67.2%-44.9pp |
| Annual return | 8.79% | 16.91%-8.1pp | 779.47%-770.7pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $503 | $2,627-80.9% | $2,916-82.8% | $2,626-80.9% |
| Participant deferral / active EE | $1,228 | $3,400-63.9% | $4,323-71.6% | $4,350-71.8% |
| Admin fee / account holder | $3,981 | $1,492+166.9% | $7,360-45.9% | $1,946+104.6% |