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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 | $31,052 | $60,128-48.4% | $90,440-65.7% | $79,852-61.1% |
| Participation rate | 33.7% | 65.0%-31.3pp | 72.7%-39.0pp | 69.6%-35.9pp |
| Annual return | 4.36% | 71.95%-67.6pp | 1294.38%-1290.0pp | 31.72%-27.4pp |
| Employer contribution / active EE | $442 | $2,068-78.6% | $3,263-86.4% | $2,471-82.1% |
| Participant deferral / active EE | $913 | $2,939-68.9% | $3,964-77.0% | $3,740-75.6% |
| Admin fee / account holder | $2,878 | $3,977-27.6% | $5,615-48.7% | $5,306-45.8% |