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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 | $60,393-35.4% | $81,820-52.3% | $74,429-47.5% |
| Participation rate | 22.3% | 62.9%-40.6pp | 72.4%-50.1pp | 67.2%-44.9pp |
| Annual return | 8.79% | 16.89%-8.1pp | 777.93%-769.1pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $503 | $2,626-80.9% | $2,915-82.8% | $2,625-80.8% |
| Participant deferral / active EE | $1,228 | $3,397-63.8% | $4,323-71.6% | $4,348-71.8% |
| Admin fee / account holder | $3,981 | $1,491+167.1% | $7,391-46.1% | $1,944+104.8% |