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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 | $19,119 | $90,691-78.9% | $76,119-74.9% | $145,884-86.9% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 7.25% | 624.52%-617.3pp | 361.25%-354.0pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,389 | $3,329-58.3% | $2,693-48.4% | $4,662-70.2% |
| Participant deferral / active EE | $3,113 | $5,167-39.8% | $4,259-26.9% | $6,690-53.5% |
| Admin fee / account holder | $22,397 | $8,383+167.2% | $6,421+248.8% | $13,392+67.2% |