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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 | $32,569 | $60,305-46.0% | $81,780-60.2% | $74,400-56.2% |
| Participation rate | 23.5% | 62.9%-39.3pp | 72.4%-48.8pp | 67.2%-43.7pp |
| Annual return | 9.84% | 16.89%-7.0pp | 776.27%-766.4pp | 1367.51%-1357.7pp |
| Employer contribution / active EE | $483 | $2,623-81.6% | $2,914-83.4% | $2,624-81.6% |
| Participant deferral / active EE | $905 | $3,390-73.3% | $4,321-79.1% | $4,348-79.2% |
| Admin fee / account holder | $1,435 | $1,484-3.3% | $7,384-80.6% | $1,944-26.2% |