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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 | $34,433 | $60,504-43.1% | $81,882-57.9% | $74,478-53.8% |
| Participation rate | 45.9% | 62.9%-17.1pp | 72.4%-26.5pp | 67.2%-21.4pp |
| Annual return | 11.02% | 16.91%-5.9pp | 779.47%-768.5pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $948 | $2,627-63.9% | $2,916-67.5% | $2,626-63.9% |
| Participant deferral / active EE | $2,299 | $3,400-32.4% | $4,323-46.8% | $4,350-47.2% |
| Admin fee / account holder | $4,456 | $1,492+198.7% | $7,360-39.5% | $1,946+129.0% |