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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 | $39,527 | $30,437+29.9% | $56,033-29.5% | $74,459-46.9% |
| Participation rate | 14.5% | 32.9%-18.3pp | 52.5%-38.0pp | 67.2%-52.7pp |
| Annual return | 9.96% | 24.96%-15.0pp | 1711.38%-1701.4pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $756 | $1,176-35.7% | $1,954-61.3% | $4,350-82.6% |
| Admin fee / account holder | $5,025 | $2,363+112.6% | $2,827+77.7% | $1,945+158.4% |