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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 | $38,620 | $72,071-46.4% | $68,368-43.5% | $137,256-71.9% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 6.79% | 353.14%-346.4pp | 292.57%-285.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $790 | $2,788-71.7% | $2,649-70.2% | $4,156-81.0% |
| Participant deferral / active EE | $1,258 | $4,410-71.5% | $4,123-69.5% | $6,407-80.4% |
| Admin fee / account holder | $30,932 | $5,336+479.7% | $5,150+500.6% | $12,270+152.1% |