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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 | $39,184 | $65,555-40.2% | $86,216-54.6% | $75,173-47.9% |
| Participation rate | 26.9% | 60.5%-33.6pp | 69.0%-42.0pp | 67.2%-40.3pp |
| Annual return | 11.98% | 46.07%-34.1pp | 1169.42%-1157.4pp | 160.72%-148.7pp |
| Employer contribution / active EE | $576 | $1,553-62.9% | $2,382-75.8% | $2,671-78.4% |
| Participant deferral / active EE | $1,634 | $3,023-46.0% | $3,986-59.0% | $4,126-60.4% |
| Admin fee / account holder | $1,317 | $5,469-75.9% | $6,853-80.8% | $5,651-76.7% |