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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 | $35,359 | $57,330-38.3% | $86,656-59.2% | $75,177-53.0% |
| Participation rate | 44.0% | 63.2%-19.2pp | 71.7%-27.7pp | 67.2%-23.2pp |
| Annual return | 12.21% | 2675.40%-2663.2pp | 593.09%-580.9pp | 160.75%-148.5pp |
| Employer contribution / active EE | $437 | $2,316-81.1% | $3,025-85.5% | $2,671-83.6% |
| Participant deferral / active EE | $1,560 | $3,320-53.0% | $4,439-64.9% | $4,126-62.2% |
| Admin fee / account holder | $8,360 | $4,115+103.2% | $5,619+48.8% | $5,651+47.9% |