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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 | $52,353-26.7% | $120,225-68.1% | $82,448-53.5% |
| Participation rate | 25.9% | 58.3%-32.4pp | 69.6%-43.7pp | 68.1%-42.2pp |
| Annual return | 10.31% | 61.85%-51.5pp | 439.23%-428.9pp | 41.64%-31.3pp |
| Employer contribution / active EE | $795 | $1,510-47.4% | $3,475-77.1% | $2,551-68.8% |
| Participant deferral / active EE | $1,812 | $2,627-31.0% | $3,999-54.7% | $4,139-56.2% |
| Admin fee / account holder | $29,372 | $4,363+573.3% | $5,696+415.6% | $7,234+306.0% |