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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 | $40,199 | $60,504-33.6% | $81,882-50.9% | $74,478-46.0% |
| Participation rate | 46.9% | 62.9%-16.0pp | 72.4%-25.4pp | 67.2%-20.3pp |
| Annual return | 8.87% | 16.91%-8.0pp | 779.47%-770.6pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $395 | $2,627-85.0% | $2,916-86.5% | $2,626-85.0% |
| Participant deferral / active EE | $1,072 | $3,400-68.5% | $4,323-75.2% | $4,350-75.3% |
| Admin fee / account holder | $3,315 | $1,492+122.2% | $7,360-55.0% | $1,946+70.3% |