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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 | $28,515 | $48,570-41.3% | $130,660-78.2% | $72,975-60.9% |
| Participation rate | 46.3% | 58.6%-12.2pp | 71.7%-25.4pp | 69.5%-23.1pp |
| Annual return | 2.97% | 38.63%-35.7pp | 1709.29%-1706.3pp | 81.01%-78.0pp |
| Employer contribution / active EE | $301 | $1,334-77.5% | $4,092-92.7% | $2,440-87.7% |
| Participant deferral / active EE | $1,734 | $2,384-27.2% | $3,603-51.9% | $3,608-51.9% |
| Admin fee / account holder | $20,566 | $3,549+479.5% | $5,463+276.4% | $5,124+301.4% |