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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 | $60,454-27.8% | $81,844-46.6% | $74,459-41.3% |
| Participation rate | 9.2% | 63.0%-53.7pp | 72.4%-63.2pp | 67.2%-58.0pp |
| Annual return | 10.74% | 16.87%-6.1pp | 778.87%-768.1pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $363 | $2,630-86.2% | $2,916-87.5% | $2,626-86.2% |
| Participant deferral / active EE | $841 | $3,398-75.3% | $4,323-80.6% | $4,350-80.7% |
| Admin fee / account holder | $4,558 | $1,490+205.8% | $7,355-38.0% | $1,945+134.4% |