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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 | $31,403 | $58,726-46.5% | $142,898-78.0% | $85,851-63.4% |
| Participation rate | 37.5% | 58.5%-21.0pp | 72.0%-34.5pp | 69.3%-31.8pp |
| Annual return | 9.97% | 27.73%-17.8pp | 5639.64%-5629.7pp | 318.63%-308.7pp |
| Employer contribution / active EE | $481 | $1,424-66.2% | $4,146-88.4% | $2,565-81.3% |
| Participant deferral / active EE | $1,275 | $2,609-51.1% | $3,838-66.8% | $3,952-67.7% |
| Admin fee / account holder | $456 | $4,234-89.2% | $6,560-93.0% | $6,261-92.7% |