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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 | $43,486 | $57,330-24.1% | $86,656-49.8% | $75,177-42.2% |
| Participation rate | 35.4% | 63.2%-27.8pp | 71.7%-36.3pp | 67.2%-31.8pp |
| Annual return | 12.56% | 2675.40%-2662.8pp | 593.09%-580.5pp | 160.75%-148.2pp |
| Employer contribution / active EE | $599 | $2,316-74.1% | $3,025-80.2% | $2,671-77.6% |
| Participant deferral / active EE | $1,221 | $3,320-63.2% | $4,439-72.5% | $4,126-70.4% |
| Admin fee / account holder | $2,053 | $4,115-50.1% | $5,619-63.5% | $5,651-63.7% |