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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 | $36,160 | $41,150-12.1% | $80,627-55.2% | $71,511-49.4% |
| Participation rate | 15.5% | 50.3%-34.7pp | 67.0%-51.5pp | 67.9%-52.4pp |
| Annual return | 14.61% | 38.48%-23.9pp | 936.76%-922.2pp | 28.86%-14.2pp |
| Employer contribution / active EE | $426 | $1,515-71.9% | $2,723-84.3% | $2,589-83.5% |
| Participant deferral / active EE | $1,130 | $2,701-58.2% | $4,443-74.6% | $4,291-73.7% |
| Admin fee / account holder | $1,562 | $1,841-15.2% | $5,381-71.0% | $1,588-1.7% |