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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 | $37,042 | $52,450-29.4% | $129,339-71.4% | $74,400-50.2% |
| Participation rate | 33.8% | 53.8%-20.1pp | 69.6%-35.9pp | 67.2%-33.4pp |
| Annual return | 11.50% | 15.65%-4.1pp | 9437.05%-9425.6pp | 1367.51%-1356.0pp |
| Employer contribution / active EE | $823 | $1,532-46.3% | $4,154-80.2% | $2,624-68.6% |
| Participant deferral / active EE | $1,856 | $2,797-33.7% | $4,170-55.5% | $4,348-57.3% |
| Admin fee / account holder | $20,924 | $2,636+693.8% | $7,668+172.9% | $1,944+976.5% |