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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 | $37,749 | $65,423-42.3% | $98,477-61.7% | $85,856-56.0% |
| Participation rate | 41.9% | 65.0%-23.1pp | 73.3%-31.5pp | 69.3%-27.5pp |
| Annual return | 10.24% | 21.76%-11.5pp | 1493.59%-1483.3pp | 318.58%-308.3pp |
| Employer contribution / active EE | $1,001 | $2,168-53.8% | $2,961-66.2% | $2,565-61.0% |
| Participant deferral / active EE | $1,558 | $3,167-50.8% | $4,276-63.6% | $3,952-60.6% |
| Admin fee / account holder | $10,938 | $4,594+138.1% | $5,951+83.8% | $6,261+74.7% |