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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 | $39,510 | $102,595-61.5% | $94,057-58.0% | $154,746-74.5% |
| Participation rate | 45.5% | 76.0%-30.5pp | 73.3%-27.9pp | 80.7%-35.2pp |
| Annual return | 9.83% | 583.42%-573.6pp | 480.62%-470.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $876 | $3,147-72.2% | $2,933-70.1% | $4,379-80.0% |
| Participant deferral / active EE | $2,400 | $5,118-53.1% | $4,709-49.0% | $6,730-64.3% |
| Admin fee / account holder | $33,780 | $7,736+336.7% | $7,244+366.3% | $14,365+135.2% |