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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 | $29,679 | $60,454-50.9% | $81,844-63.7% | $74,459-60.1% |
| Participation rate | 40.0% | 63.0%-23.0pp | 72.4%-32.4pp | 67.2%-27.2pp |
| Annual return | 9.94% | 16.87%-6.9pp | 778.87%-768.9pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $883 | $2,630-66.4% | $2,916-69.7% | $2,626-66.4% |
| Participant deferral / active EE | $1,776 | $3,398-47.7% | $4,323-58.9% | $4,350-59.2% |
| Admin fee / account holder | $4,328 | $1,490+190.4% | $7,355-41.2% | $1,945+122.6% |