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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 | $41,509 | $65,434-36.6% | $98,483-57.9% | $85,847-51.6% |
| Participation rate | 46.4% | 65.0%-18.6pp | 73.3%-26.9pp | 69.3%-22.9pp |
| Annual return | 11.60% | 21.75%-10.1pp | 1494.38%-1482.8pp | 318.61%-307.0pp |
| Employer contribution / active EE | $417 | $2,169-80.8% | $2,961-85.9% | $2,565-83.8% |
| Participant deferral / active EE | $1,320 | $3,168-58.3% | $4,276-69.1% | $3,952-66.6% |
| Admin fee / account holder | $2,203 | $4,595-52.1% | $5,953-63.0% | $6,261-64.8% |