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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 | $32,087 | $60,139-46.6% | $90,461-64.5% | $79,856-59.8% |
| Participation rate | 17.8% | 65.0%-47.2pp | 72.7%-54.9pp | 69.6%-51.9pp |
| Annual return | 5.13% | 71.96%-66.8pp | 1294.76%-1289.6pp | 31.71%-26.6pp |
| Employer contribution / active EE | $377 | $2,069-81.8% | $3,264-88.4% | $2,471-84.7% |
| Participant deferral / active EE | $831 | $2,939-71.7% | $3,964-79.0% | $3,741-77.8% |
| Admin fee / account holder | $52,053 | $3,978+1208.4% | $5,617+826.8% | $5,306+880.9% |