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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 | $39,660 | $90,614-56.2% | $76,089-47.9% | $145,877-72.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 6.82% | 623.80%-617.0pp | 360.94%-354.1pp | 551.28%-544.5pp |
| Employer contribution / active EE | $996 | $3,324-70.0% | $2,690-63.0% | $4,663-78.6% |
| Participant deferral / active EE | $1,987 | $5,168-61.6% | $4,259-53.3% | $6,691-70.3% |
| Admin fee / account holder | $6,532 | $8,376-22.0% | $6,418+1.8% | $13,402-51.3% |