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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 | $43,676 | $60,393-27.7% | $81,820-46.6% | $74,429-41.3% |
| Participation rate | 9.2% | 62.9%-53.7pp | 72.4%-63.2pp | 67.2%-58.0pp |
| Annual return | 10.74% | 16.89%-6.2pp | 777.93%-767.2pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $363 | $2,626-86.2% | $2,915-87.5% | $2,625-86.2% |
| Participant deferral / active EE | $841 | $3,397-75.2% | $4,323-80.5% | $4,348-80.7% |
| Admin fee / account holder | $4,558 | $1,491+205.8% | $7,391-38.3% | $1,944+134.4% |