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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 | $28,987 | $60,119-51.8% | $90,430-67.9% | $79,858-63.7% |
| Participation rate | 42.9% | 65.0%-22.1pp | 72.7%-29.8pp | 69.6%-26.8pp |
| Annual return | 7.97% | 71.94%-64.0pp | 1293.73%-1285.8pp | 31.72%-23.7pp |
| Employer contribution / active EE | $723 | $2,068-65.0% | $3,262-77.8% | $2,471-70.7% |
| Participant deferral / active EE | $1,025 | $2,938-65.1% | $3,963-74.1% | $3,740-72.6% |
| Admin fee / account holder | $7,315 | $3,976+84.0% | $5,613+30.3% | $5,306+37.9% |