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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 | $39,849 | $58,311-31.7% | $81,882-51.3% | $80,959-50.8% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.4%-47.4pp | 67.7%-42.7pp |
| Annual return | 5.62% | 41.85%-36.2pp | 779.47%-773.9pp | 35.67%-30.1pp |
| Employer contribution / active EE | $512 | $2,347-78.2% | $2,916-82.4% | $2,757-81.4% |
| Participant deferral / active EE | $1,336 | $3,287-59.4% | $4,323-69.1% | $4,300-68.9% |
| Admin fee / account holder | $26,598 | $4,752+459.7% | $7,360+261.4% | $6,925+284.1% |