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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 | $32,852 | $76,368-57.0% | $67,681-51.5% | $154,746-78.8% |
| Participation rate | 47.6% | 79.0%-31.3pp | 73.7%-26.1pp | 80.7%-33.1pp |
| Annual return | 9.25% | 1066.77%-1057.5pp | 590.58%-581.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $778 | $3,151-75.3% | $2,678-71.0% | $4,379-82.2% |
| Participant deferral / active EE | $2,498 | $4,824-48.2% | $3,976-37.2% | $6,730-62.9% |
| Admin fee / account holder | $9,954 | $8,559+16.3% | $6,100+63.2% | $14,365-30.7% |