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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 | $32,333 | $52,450-38.4% | $129,295-75.0% | $74,546-56.6% |
| Participation rate | 24.3% | 53.8%-29.6pp | 69.6%-45.4pp | 67.2%-42.9pp |
| Annual return | 11.63% | 15.65%-4.0pp | 9429.28%-9417.6pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $512 | $1,532-66.6% | $4,157-87.7% | $2,624-80.5% |
| Participant deferral / active EE | $1,821 | $2,797-34.9% | $4,169-56.3% | $4,347-58.1% |
| Admin fee / account holder | $5,674 | $2,636+115.3% | $7,665-26.0% | $1,944+191.9% |