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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 | $29,440 | $30,421-3.2% | $56,077-47.5% | $74,429-60.4% |
| Participation rate | 31.3% | 32.9%-1.6pp | 52.5%-21.2pp | 67.2%-35.9pp |
| Annual return | 9.93% | 24.94%-15.0pp | 1709.28%-1699.4pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $390 | $610-36.0% | $1,040-62.5% | $2,625-85.1% |
| Participant deferral / active EE | $1,122 | $1,175-4.6% | $1,954-42.6% | $4,348-74.2% |
| Admin fee / account holder | $3,875 | $2,363+63.9% | $2,825+37.2% | $1,944+99.3% |