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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 | $41,261 | $80,812-48.9% | $160,784-74.3% | $82,448-50.0% |
| Participation rate | 47.4% | 66.2%-18.8pp | 77.0%-29.5pp | 68.1%-20.6pp |
| Annual return | 10.56% | 100.59%-90.0pp | 1803.92%-1793.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $527 | $2,174-75.8% | $3,733-85.9% | $2,551-79.4% |
| Participant deferral / active EE | $1,865 | $4,335-57.0% | $6,293-70.4% | $4,139-55.0% |
| Admin fee / account holder | $10,796 | $7,695+40.3% | $9,717+11.1% | $7,234+49.2% |