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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 | $37,886 | $26,936+40.7% | $53,647-29.4% | $71,012-46.6% |
| Participation rate | 15.3% | 21.9%-6.5pp | 56.3%-41.0pp | 58.6%-43.2pp |
| Annual return | 12.33% | 81.59%-69.3pp | 358.33%-346.0pp | 37.67%-25.3pp |
| Employer contribution / active EE | $98 | $335-70.8% | $962-89.8% | $2,348-95.8% |
| Participant deferral / active EE | $349 | $590-40.8% | $1,813-80.7% | $3,246-89.2% |
| Admin fee / account holder | $1,487 | $2,177-31.7% | $2,460-39.6% | $1,167+27.4% |