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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 | $60,305-35.3% | $81,780-52.3% | $74,400-47.5% |
| Participation rate | 22.3% | 62.9%-40.6pp | 72.4%-50.1pp | 67.2%-44.9pp |
| Annual return | 8.79% | 16.89%-8.1pp | 776.27%-767.5pp | 1367.51%-1358.7pp |
| Employer contribution / active EE | $503 | $2,623-80.8% | $2,914-82.7% | $2,624-80.8% |
| Participant deferral / active EE | $1,228 | $3,390-63.8% | $4,321-71.6% | $4,348-71.8% |
| Admin fee / account holder | $3,981 | $1,484+168.2% | $7,384-46.1% | $1,944+104.8% |