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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 | $37,980 | $66,444-42.8% | $120,225-68.4% | $79,634-52.3% |
| Participation rate | 35.9% | 42.8%-6.9pp | 69.6%-33.7pp | 62.5%-26.6pp |
| Annual return | 13.00% | 53.37%-40.4pp | 439.23%-426.2pp | 36.46%-23.5pp |
| Employer contribution / active EE | $566 | $1,860-69.6% | $3,475-83.7% | $2,529-77.6% |
| Participant deferral / active EE | $2,368 | $2,798-15.3% | $3,999-40.8% | $3,835-38.2% |
| Admin fee / account holder | $7,016 | $1,295+441.6% | $5,696+23.2% | $1,002+600.3% |