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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 | $39,235 | $63,346-38.1% | $92,240-57.5% | $70,126-44.0% |
| Participation rate | 51.9% | 68.7%-16.8pp | 76.5%-24.6pp | 69.5%-17.7pp |
| Annual return | 11.32% | 530.19%-518.9pp | 176.29%-165.0pp | 73.15%-61.8pp |
| Employer contribution / active EE | $902 | $2,471-63.5% | $3,680-75.5% | $2,343-61.5% |
| Participant deferral / active EE | $1,510 | $2,854-47.1% | $3,897-61.3% | $3,332-54.7% |
| Admin fee / account holder | $21,797 | $3,841+467.5% | $5,194+319.6% | $4,645+369.2% |