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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 | $68,097-51.8% | $62,929-47.8% | $137,256-76.1% |
| Participation rate | 47.6% | 77.4%-29.8pp | 73.1%-25.5pp | 80.0%-32.3pp |
| Annual return | 9.25% | 1859.11%-1849.9pp | 1063.93%-1054.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $778 | $2,811-72.3% | $2,505-68.9% | $4,156-81.3% |
| Participant deferral / active EE | $2,498 | $4,553-45.1% | $3,888-35.8% | $6,407-61.0% |
| Admin fee / account holder | $9,954 | $6,521+52.6% | $5,065+96.5% | $12,270-18.9% |