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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 | $36,216 | $60,139-39.8% | $90,461-60.0% | $79,856-54.6% |
| Participation rate | 48.0% | 65.0%-17.0pp | 72.7%-24.7pp | 69.6%-21.6pp |
| Annual return | 5.83% | 71.96%-66.1pp | 1294.76%-1288.9pp | 31.71%-25.9pp |
| Employer contribution / active EE | $478 | $2,069-76.9% | $3,264-85.4% | $2,471-80.7% |
| Participant deferral / active EE | $2,344 | $2,939-20.3% | $3,964-40.9% | $3,741-37.3% |
| Admin fee / account holder | $10,874 | $3,978+173.3% | $5,617+93.6% | $5,306+104.9% |