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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 | $38,364 | $65,961-41.8% | $180,320-78.7% | $94,015-59.2% |
| Participation rate | 25.9% | 61.3%-35.4pp | 71.5%-45.7pp | 70.8%-44.9pp |
| Annual return | 10.31% | 14.27%-4.0pp | 778.54%-768.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $795 | $1,737-54.3% | $4,108-80.7% | $2,790-71.5% |
| Participant deferral / active EE | $1,812 | $3,003-39.7% | $4,304-57.9% | $4,249-57.4% |
| Admin fee / account holder | $29,372 | $4,901+499.3% | $10,000+193.7% | $8,951+228.1% |