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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 | $37,384 | $34,316+8.9% | $74,719-50.0% | $72,983-48.8% |
| Participation rate | 42.4% | 42.4%0pp | 54.5%-12.0pp | 69.5%-27.1pp |
| Annual return | 9.46% | 26.58%-17.1pp | 753.05%-743.6pp | 81.01%-71.5pp |
| Employer contribution / active EE | $423 | $692-38.8% | $1,084-61.0% | $2,440-82.7% |
| Participant deferral / active EE | $1,869 | $1,272+47.0% | $1,963-4.8% | $3,608-48.2% |
| Admin fee / account holder | $27,221 | $2,125+1181.1% | $3,334+716.4% | $5,124+431.2% |