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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 | $34,109 | $60,393-43.5% | $81,820-58.3% | $74,429-54.2% |
| Participation rate | 28.1% | 62.9%-34.8pp | 72.4%-44.3pp | 67.2%-39.1pp |
| Annual return | 8.95% | 16.89%-7.9pp | 777.93%-769.0pp | 1368.38%-1359.4pp |
| Employer contribution / active EE | $464 | $2,626-82.3% | $2,915-84.1% | $2,625-82.3% |
| Participant deferral / active EE | $1,160 | $3,397-65.8% | $4,323-73.2% | $4,348-73.3% |
| Admin fee / account holder | $6,584 | $1,491+341.7% | $7,391-10.9% | $1,944+238.6% |