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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 | $41,828 | $60,119-30.4% | $90,430-53.7% | $79,858-47.6% |
| Participation rate | 45.5% | 65.0%-19.5pp | 72.7%-27.2pp | 69.6%-24.2pp |
| Annual return | 3.41% | 71.94%-68.5pp | 1293.73%-1290.3pp | 31.72%-28.3pp |
| Employer contribution / active EE | $603 | $2,068-70.8% | $3,262-81.5% | $2,471-75.6% |
| Participant deferral / active EE | $1,413 | $2,938-51.9% | $3,963-64.3% | $3,740-62.2% |
| Admin fee / account holder | $7,515 | $3,976+89.0% | $5,613+33.9% | $5,306+41.6% |