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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 | $52,507-38.4% | $129,406-75.0% | $74,478-56.6% |
| Participation rate | 24.3% | 53.9%-29.6pp | 69.6%-45.4pp | 67.2%-42.9pp |
| Annual return | 11.63% | 15.64%-4.0pp | 9468.18%-9456.5pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $512 | $1,534-66.7% | $4,155-87.7% | $2,626-80.5% |
| Participant deferral / active EE | $1,821 | $2,801-35.0% | $4,167-56.3% | $4,350-58.1% |
| Admin fee / account holder | $5,674 | $2,639+115.0% | $7,689-26.2% | $1,946+191.6% |