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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 | $60,454-46.1% | $81,844-60.2% | $74,459-56.3% |
| Participation rate | 23.5% | 63.0%-39.4pp | 72.4%-48.9pp | 67.2%-43.7pp |
| Annual return | 9.84% | 16.87%-7.0pp | 778.87%-769.0pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $483 | $2,630-81.6% | $2,916-83.4% | $2,626-81.6% |
| Participant deferral / active EE | $905 | $3,398-73.4% | $4,323-79.1% | $4,350-79.2% |
| Admin fee / account holder | $1,435 | $1,490-3.7% | $7,355-80.5% | $1,945-26.2% |