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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 | $37,158 | $80,812-54.0% | $160,784-76.9% | $82,448-54.9% |
| Participation rate | 41.5% | 66.2%-24.8pp | 77.0%-35.5pp | 68.1%-26.6pp |
| Annual return | 9.91% | 100.59%-90.7pp | 1803.92%-1794.0pp | 41.64%-31.7pp |
| Employer contribution / active EE | $664 | $2,174-69.5% | $3,733-82.2% | $2,551-74.0% |
| Participant deferral / active EE | $3,796 | $4,335-12.4% | $6,293-39.7% | $4,139-8.3% |
| Admin fee / account holder | $30,978 | $7,695+302.6% | $9,717+218.8% | $7,234+328.2% |