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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 | $39,404 | $28,624+37.7% | $53,647-26.5% | $82,637-52.3% |
| Participation rate | 31.1% | 47.3%-16.2pp | 56.3%-25.2pp | 68.1%-36.9pp |
| Annual return | 13.18% | 664.98%-651.8pp | 358.33%-345.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $412 | $637-35.3% | $962-57.2% | $2,552-83.9% |
| Participant deferral / active EE | $664 | $1,196-44.5% | $1,813-63.4% | $4,126-83.9% |
| Admin fee / account holder | $33,169 | $2,022+1540.7% | $2,460+1248.4% | $7,339+352.0% |